Description

Senior Trust Advisor from Raymond James Trust (Canada), Damian McGrath, returns to the podcast to discuss transferring a family business to the next generation and some considerations for estate planning, including:

1. What was in the last federal budget
2. What about estate planning and the family business?
3. What is an estate freeze?
4. What about the scenario where I have one child in the business and another not – how do I estate plan around that?
5. And what about an executor – who should that be?
6. The importance of planning.

Follow the podcast on LinkedIn:

The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.