Alter Ego and Joint Partner Trusts

Alter Ego and Joint Partner Trusts

August 22, 2024 | Charles W. Cullen III

Share

There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks.  For more details, please reach out. 

 

Click Here

Categories

Estate planning Personal finance Tax

Related Articles

Tax

2024 Year-End Tax Planning for Businesses

For corporations that have a December year end, now is a good time review your corporate affairs and implement some tax planning strategies that may yield significant tax savings. To learn more, please reach out. Click Here

Read more

Transferring a Bonus to Your RRSP Without Withholding Tax

If you receive a bonus or other lump sum payment as part of your compensation, and you have RRSP contribution room, considering asking your employer to pay the amount directly into your RRSP without withholding tax. This article explains how this can...

Read more

Personal finance

Calculating Your Adjusted Cost Base

This article discusses how to calculate the adjusted cost base (ACB) with respect to different types of investments and some common events that may affect ACB calculations. It's essential to seek advice from a qualified tax advisor when determining the...

Read more