Estate freezes can help you pass along wealth to your children. Timing is key, and double taxation is a risk, along with complex issues around governance, family entitlements and shareholder rights. In this piece, Richard provides a plain language overview of what estate freezes are and when you might consider using one, along with the advantages and disadvantages of using this estate tax planning vehicle.
Canadian Family Offices is a thought leader in topics of interest to ultra-high-net-worth Canadians. Combining the journalism of the National Post and expert insight and practical information from service providers to ultra-high-net-worth clients, Canadian Family Offices aims to educate and empower readers while demystifying the family office industry and exploring how this sector manages and grows clients’ wealth.