Archive for the ‘Business Succession Planning’ Category

Protecting Your Business Legacy

Wednesday, August 31st, 2011

There were two interesting articles recently in Canadian Capital magazine regarding business succession planning: “Third Generation Jinx” and “5 Tips to Protect your Legacy”. The Third Generation Jinx article states that if you take 100 new Canadian businesses irrespective of what part of the country the business is located, what sector ...

Grandfathered insurance policies

Thursday, August 18th, 2011

In my last post I wrote about grandfathered life insurance policies and their role in reducing the overall tax to an estate where the deceased owned private company shares at the time of death. Before the introduction of certain "stop loss" rules, it was commonplace for the estate of the deceased ...