The 3 Season's Podcast

Ep 6 - Estate Freeze for family businesses - Greg Einarrson of Portfolio Planning


Listen Later

Greg Einarsson has recently joined the Portfolio Planning team, he brings a career of professional financial planning and complex insurance solution planning to the table.


In this episode we talk about Estate Freezes. If you're a successful business owner or are from a business family this may be something to consider as you pass the success from one generation to the next.


One thing that comes with success in your family business...TAX. Estate Freeze can cap the tax in the older generation and the next gen can continue the business!


Greg can be found at www.portfolioplanning.ca

...more
View all episodesView all episodes
Download on the App Store

The 3 Season's PodcastBy Tyson Nagasaka