Estate Tax Planning 101: How to Minimize Taxes & Avoid Common Estate Problems Retirement Straight Talk With Paul & William

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 accountsThe tax treatment of RRSPs, RRIFs and TFSAs in the estateThe pros and cons of Segregated FundsHow trusts can be used to minimize estate taxes, and who they're suitable for
Connect With Paul & William:
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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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