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Tax-Efficient Estate Planning for Wealthy Families in Canada

  Mar 17, 2025   |    Trust Planning, testamentary trusts, life insurance, CRA, Wealth Planning, Family trust, MacMillan Estate Planning, Wealth, Tax Efficiency, Tax Strategies, Wealthy families, ersonalized estate planning strategies, Alter Ego Trusts, Family Trusts, tax-free payouts, charitable donations, tax regulations

Secure Your Future: Why December is the Perfect Time for Est...

  Dec 13, 2024   |    Estate Planning, Family Business, Family trust, Retirement Plan, MacMillan Estate Planning, Asset Protection, Investment Planning, Estate Management

Year-End Estate Planning Checklist: Ready Your Estate for 20...

  Nov 15, 2024   |    Estate Planning, Charitable Giving, trusts, capital gains, Investment Trust, Family trust, Protecting your assets, Beneficiary Designations, Wealth Transfer, Year-End Review, Tax Efficiency, Will Review, Tax Strategies, Financial Legacy

Elder Abuse Prevention: Protecting Against Abuse of Power

  Jun 11, 2024   |    Tax Planning, Family trust, Retirement Plan, Tax Mitigation Strategies, Tax Mitigation, Wealth Protection

Tax Mitigation Strategies with the Release of the 2023 Budge...

  Mar 29, 2023   |    Estate Planning, Tax Planning, estate freeze, Investment Trust, Family trust, Tax Mitigation Strategies, Tax Mitigation

How to Transfer your Business to a Family Member

  Sep 10, 2021   |    Estate Planning, Business Succession, estate plan, estate freeze, Family Business, Family trust, bill c-208, Succession Plan, Retirement Plan, succeeding a business, capital gains tax

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