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Without proper planning, taxes can erode a significant portion of your estate. Our tax minimization strategies focus on reducing the final tax bill triggered by deemed disposition at death, ensuring more wealth passes to your loved ones.
Strategies to offset the tax liability on capital gains and registered account deregistration.
Ensure your estate has enough cash to pay taxes without being forced to sell the family cottage or business.
Donate securities in-kind to eliminate capital gains tax while generating a tax credit.
Elements we address in this part of your estate plan.
Spousal rollovers to defer tax until second passing
Insurance-funded tax liability coverage
Charitable remainder trusts
Estate freezes to lock in current tax liability