RETIREMENT & SUCCESSION PLANNING

ESTATE FREEZE

There are techniques available that can be used effectively to freeze the capital gains on property and pass it on to when the next generation disposes of the property. In some situations we can postpone the taxation of the gains for two generations. It depends on your desires and the circumstances. The business, the farm, the investment portfolio and the cottage are the principle concerns.

You should not avoid this planning.

In some cases we will charge you for our time and in some cases where financial services industry products are used we will be paid by that industry and the advice is free. This can be determined before we start and there is no charge for the meeting to determine which case exists. If your lawyer is not familiar with the procedures here because this is not his area of specialization we have lawyers that we are accustomed to using and with whom we work very comfortably in addition to the in-house lawyers.