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This video goes over family trusts in Canada and the basics everyone needs to know.
For more information on this topic, refer to our blog:
www.swanwealth...
If you’ve moved so that you can enjoy your next adventure or pursue a career opportunity, the last thing you want is to be worried about the IRS.
A family trust may be established to hold and manage family property and assets. It serves as an important tool for estate planning by enabling assets to be passed on to family members, often in a tax-efficient manner.
This can be beneficial for families that have accumulated substantial assets and would like to minimize taxes and ensure that property is transferred to family members according to the wishes of the trust's creator.
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KEY TOPICS IN THIS VIDEO:
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This video has been prepared by and expressed the opinions of John Woodfield and Tiffany Woodfield, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. (RJLU), is a member of FINRA/SIPC. RJL and RJLU Financial Advisors may only transact business in provinces and/or states where they are registered.]
18 дек 2023
