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Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.
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.
“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”
“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”