Estate freeze planning
“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”
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Prescribed rate loan planning
“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”
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When should you review your will and estate plan?
“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”
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Charitable giving and foundations
“Things to consider when setting up a charitable foundation.”
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