Estate Freezes: A Guide to Tax-Efficient Wealth Transfer скачать в хорошем качестве

Estate Freezes: A Guide to Tax-Efficient Wealth Transfer

Transferring family wealth does not just happen by accident. It requires intention, structure, and long-term planning. In this episode, we sit down with Allan Ritchie, Chairman of Loopstra Nixon, to break down one of the most powerful tools in Canadian private-client planning: the estate freeze. For entrepreneurs, business owners, and high-net-worth families, a properly structured freeze can minimize future tax liabilities, protect family wealth, and enable a smooth intergenerational transition. Allan explains how freezes work, why timing matters, and the critical role insurance and trusts can play in funding and managing future tax obligations. Whether you are preparing to transition a growing business, planning for family continuity, or simply trying to understand modern estate architecture, this conversation offers a clear and practical roadmap. If you would like to jump to a specific topic, please see the segmented chapters below. Chapters 00:10: Introduction 1:16: What is An Estate Freeze? 3:40: Control vs. Ownership 7:46: Timing & Benefits 10:33: Protecting Business from Capital Gains on Death 14:15: Freeze Shares, Shield Tax --- Seven Hills Capital — Cross-Border & Private-Client Wealth Management Advising entrepreneurs, families, and global citizens on investment management, tax planning, and intergenerational wealth strategy. 📩 Contact: info@sevenhillscapital.ca 🌐 Website: www.sevenhillscapital.ca 📍 Serving clients across Canada & the United States 🔗 LinkedIn:   / seven-hills-capital