Tax Talk Podcast
A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
Tax Talk Podcast
Probate Planning - Capital Gains Tax | EP 008
In this episode, we will look at the following:
- Some common reasons why probate planning might be undertaken
- Some common reasons why probate planning should be avoided
- Adding a joint owner (joint tenants and tenants in common)
- Capital gains tax - how this could apply to you
- A case study that examines the transfer of a vacation property to joint title
Instead of completing probate planning in a silo, it is important to consider your entire estate when making decisions. This will allow you to plan according to protect your assets, minimize tax and preserve your legacy.
#TaxTalkPodcast #probate #JointTitle #EstatePlanning
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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