GGFLEstate planning

Estate planning Archives

Search the full library

1 of 1
Calculator and pen on financial report
November 7, 2023 Article

Planning for Death and Taxes – Incorporating Your Investments

As personal and corporate tax rates have fluctuated in recent years, incorporating investments has become an attractive option for Ontario residents holding sizeable portfolios. There are a number of potential advantages to holding investments in a company rather than
Read more

Hand holding a poster What is your legacy.
September 5, 2023 Article

Maximizing Legacy: Combining Estate Planning with the Donation of Shares in a Private Corporation

For successful business owners, donating shares in their private corporation to a registered charity can provide the opportunity to fulfil significant philanthropic goals. The charity can be either a charitable organization or a public or private foundation. When
Read more

Couple reviewing document for estate planning
February 15, 2023 Essential Reading

Your Guide to Estate Planning

This guide provides an overview of the things you should consider when making an estate plan including tax strategies and dual wills for business
Read more

Estate freezes and a Covid-19 Benefit for Business owners
November 5, 2020 Article

Re-visiting Estate Freezes – a COVID-19 Silver Lining for Business Owners

Related Content What to Plan for When Selling Your Business in 2021 | Three Tax Efficient Strategies for Managing Retained Profits | Passing the torch: The complexities of succession planning To say that 2020 has been rough for most business owners is an
Read more

Older man on Beach Looking Out
September 21, 2018 Article

Estate Planning — Some Non-Tax Considerations

We all know that tax planning is an integral part of Estate Planning. From knowing the potential tax exposure to planning to mitigate that exposure, individuals tend to place tax planning high on the priority list. There are, however, many non-tax considerations that
Read more

1 of 1

Let’s Connect

Reach out today to discover the
opportunities behind your numbers

Contact Us