13 min
Transferring the family business and estate planning The Advantaged Investor
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- Investing
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:
What was in the last federal budget
What about estate planning and the family business?
What is an estate freeze?
What about the scenario where I have one child in the business and another not – how do I estate plan around that?
And what about an executor – who should that be?
The importance of planning.
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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:
What was in the last federal budget
What about estate planning and the family business?
What is an estate freeze?
What about the scenario where I have one child in the business and another not – how do I estate plan around that?
And what about an executor – who should that be?
The importance of planning.
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
13 min