Planning today for your future tomorrow can reduce taxes during your lifetime, lessen income tax and probate fees and help ensure that your estate planning objectives will be met. Do you know the top things you could be doing now to make this happen? We have put together a checklist of 10 steps to help you achieve your goals.
Included in these tips is more information about estate freezes, how to avoid tax liabilities, how to use your capital gains exemptions, how to avoid paying double taxes on private company shares and more.
Download our brochure to read more about the 10 steps.