Transferring the family business and estate planning

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.


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