Strategic Use of Trusts

April 15, 2022 |Craig Dale, CPA, CA, CFP, TEP

A trust can be an effective wealth planning tool in the appropriate circumstances that may be beneficial to you and your family as it can facilitate income splitting, business succession, and estate planning.

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The Pitfalls of Joint Ownership

April 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

Considering if joint ownership is good estate planning or problematic tax planning.

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