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Updated over 2 years ago on . Most recent reply

Huong Luu's profile image
Huong Luu's profile image
Huong Luu
  • Specialist
  • from Vancouver, BC
  • Member since Jun 17, 2016
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Huong Luu's profile image
Huong Luu's profile image
Huong Luu
  • Specialist
  • from Vancouver, BC
  • Member since Jun 17, 2016
Connect
Huong Luu
  • Specialist
  • Vancouver, BC
145
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312
Posts
Personal Finance

How to pass portfolio to the next generation effectively

Huong Luu
  • Specialist
  • Vancouver, BC
Posted

Hi BP family. Wondering what others are doing to effectively pass their portfolio to the next generation, either currently held in personal name or corp. Considering reducing capital gains, probate duration. Is there another option besides IFS? Has anyone set up a family trust? 

Thanks in advance.  

Vancouver, British Columbia
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