Estate Planning
When you have worked hard for your money, and have been disciplined to save and plan for your own retirement, you want to know that you will leave as much as possible for the loved ones you leave behind. How can your family minimize the impacts of capital gains tax from an inheritance?
Family First.
In Canada, when capital transitions from one generation to the next, a tax on accumulated wealth is also inherited. We cannot tell you that this tax can be avoided entirely, but with proper planning, strategic moves can be made to minimize the impacts felt by your heirs.
At Rutwind Brar, we monitor these potential issues throughout our relationship with our clients, providing expert advice based on best practices at regular intervals along the way. Estate planning can be as individual as the client and we work with you through the complexities of tax law to retain as much of your wealth as possible within your family.
We may also recommend a collaborative relationship with your legal advisors. This ensures that your intentions are clearly communicated on all documentation which will represent your wishes after your passing.
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