• Estate Tax Planning 101: How to Minimize Taxes & Avoid Common Estate Problems

  • Apr 16 2024
  • Duración: 29 m
  • Podcast
Estate Tax Planning 101: How to Minimize Taxes & Avoid Common Estate Problems Por arte de portada

Estate Tax Planning 101: How to Minimize Taxes & Avoid Common Estate Problems

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  • Resumen

  • This week, Paul and William discuss common strategies individuals use to reduce or avoid paying taxes on their estates.


    Through their discussion, Paul and William discuss the pros and cons of each strategy and what type of individuals are best suited for them.


    At the end of this episode, you will have a better understanding of how different assets are taxed in the estate, and what strategies make sense to help you reduce what your estate will pay in taxes.


    Topics discussed include, but are not limited to:


    • Joint ownership of real estate and investment accounts
    • The tax treatment of RRSPs, RRIFs and TFSAs in the estate
    • The pros and cons of Segregated Funds
    • How trusts can be used to minimize estate taxes, and who they're suitable for


    Connect With Paul & William:


    Click here to book a call with Paul

    Click here to book a call with William

    Connect with Paul on Linkedin

    Connect with William on Linkedin

    Follow William on Twitter


    The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.




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