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“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.
Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.
Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.