Everything You Need to Know About an Estate Freeze
[vc_row][vc_column][vc_column_text] What is an estate freeze? How does it work? If these questions have been on your mind, then you are in the right place! Inside this guide, you will uncover one of the best ways to transfer assets from your estate to your heirs so that they are not saddled with an unexpectedly large […]
Is Now A Good Time To Undertake An Estate Freeze?
Learn what an estate freeze is and if it is a good option for you to use to make sure that you get the most out of your money. Here, we discuss when to undertake an estate freeze and ask whether now is a good time. As an example: As part of business succession, a […]
Why Do People Undertake Estate Freezes?
Have you been wondering why you should undertake an estate freeze? Then you’re in the right place! Find out about the reorganization of shares of the corporation to cap the value of some stock at the fair market value (FMV) at the time of the freeze. Why Do People Undertake Estate Freezes? Postpone payment of […]
Major Changes Affecting 2021 Taxes
We are right in the middle of tax season and it is that time when many of us feel stressed or confused about the various changes that come into effect every year. From documentation and deadlines, to provisions and exemptions, the Canada Revenue Agency (CRA) may alter the rules for numerous aspects of individual or […]
What Is An Estate Freeze?
What is an estate freeze? How does this type of estate planning work? Find out here. At the same time, make an appointment with your tax advisor to discuss your options as the information herein should not be considered a substitute for personalized wealth management advice. What Is an Estate Freeze? In a nutshell, an […]
