SUCCESSION AND ESTATE PLANNING
Planning for tomorrow today
Business succession and estate planning allows for a smooth and orderly transfer of a business from one generation to the next. A lack of planning could result in you paying more in income tax and passing on less to your heirs.
Business succession and estate planning can help you:
• Transfer ownership and the future growth of your business to the
next generation tax-free, while keeping control in your hands;
• Reduce or eliminate the taxable gain on the eventual disposition of
your business upon death;
• Secure a steady stream of income from your business so that you
can truly enjoy your retirement years; and
• Take advantage of income splitting opportunities with your family
members immediately.
We will help you build a tax-effective plan that will transfer ownership and maximize benefits for you and your heirs.