Podcast · Audio
For business owners who may sell their company one day. Canada's lifetime capital gains exemption can only be used once per person. Learn how having a family trust own the business may let your spouse and children use their own exemptions too, how a holding company can protect surplus money, and why this setup needs careful planning with a lawyer.
Whole Life vs. Universal Life: Who's Really Taking the Risk?
Podcast · Audio · 3:58