Mehul Gandhi

Mehul Gandhi, a Certified Financial Planner and Trust and Estate Practitioner at Westmount Wealth, shares invaluable insights tailored for incorporated small business owners in Canada. He discusses the intricate layers of tax that estates face upon death, emphasizing the importance of proactive strategies like estate freezes and loss carrybacks. Mehul highlights the necessity of keeping wills updated and explores insurance options to tackle illiquidity challenges. His engaging anecdotes illuminate how effective planning can significantly reduce tax burdens and ensure smooth wealth transitions.