A trust can be a powerful tool for Ontario business owners who want to plan for succession, protect assets, and manage tax exposure. This blog explains how family trusts can hold business shares, the advantages of using a trust in an estate freeze, and the important legal and tax rules to consider before moving forward.
An estate freeze is a powerful planning tool for Ontario business owners who want to secure the current value of their company and pass future growth to family or successors. This guide explains the estate freeze process—from valuation and share reorganization to family trust setup and tax planning—helping you retain control and maximize tax benefits for your heirs.
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