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Business Succession Planning in Canada
Plan for the future of your small business - learn what you need to know about Business Succession Planning in Canada with this 8-page expert guide.
The guide describes the different types of business structures under Canadian laws, the pros and cons of each type of corporate entity. In addition, it discusses:
- how to extract value from your business,
- corporate investing,
- exit strategies,
- family businesses,
- tax planning and estate freezes.
Business Succession Planning in Canada is intended for Canadian businesses and is provided in PDF format.
$0.00
Trusts and Tax Planning in Canada
Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business.
- This guide contains information on:
- family trusts (bearer, inter vivo or "living" trusts and testamentary),
- real estate investment trusts (REITs),
- royalty trusts,
- income trusts.
- The guide contains information relevant to Canadian residents and is available in Adobe PDF format.
$4.99
Estate Planning Analysis Worksheet
Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse or partner were to die?
- Use this Estate Planning Analysis Worksheet to help you determine:
- the immediate cash requirements of the surviving spouse / partner,
- ongoing monthly income needs, and
- available assets.
- This Estate Planning Analysis Worksheet should be completed by both you and your spouse or partner.
- It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.
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