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Podcast: Planning for an estate freeze or re-freeze

Tony Maiorino, CFP, PFP, Vice President and Director, Head and Abby Kassar, CPA, CA, CFP, TEP, Vice President, Business Owner Specialist, HNW Planning Services – RBC Wealth Management Services


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“If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.”