Burlington, ON · Financial Solutions

ESTATE FREEZE

What is an Estate Freeze. An Estate Freeze may be an effective way to transfer future growth of an eligible asset. i.e. Business, land, non registered assets to another individual(Trust, Holding Company, etc) while maintaining control, and acquired fair market value of the asset. It may be possible to crystalize any unused life time capital gains exemption($892 218 in 2021) thus saving a significant amount of tax. Lifetime capital gains exemption may also be available to all newly introduced owners.

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