Tax and estate planning

Tax and estate planning

When estate settlement costs your clients more than money

RRSPS Can be taxed at death -but they don’t have to be

6 documents to help clients be prepared – for life

Probate fee minimization: Important facts, tips and traps — part 3

More Tax and estate planning

Probate fee minimization: Important facts, tips and traps – part 2

Probate fee minimization: Important facts, tips and traps – part 1

How an irrevocable life insurance trust can help with U.S. estate tax

2 lesser-known options to manage financial inheritances

Old U.S. tax raises new concerns

Charitable donations: Structuring gifts with passive retirement income

The capital dividend account: essential for business clients

Beware of U.S. tax traps – especially when your clients are U.S. citizens

Canadians with U.S. retirement plans: Minding that money when they come home

Charitable donations: What you need to know in 2016

Canadians with U.S. retirement plans: Things to consider before coming home

Testamentary trusts: New rules limit access to graduated income tax rates

Inter vivos trust planning: the impact on estate plans

Will Canada’s participation in a global tax initiative affect your clients?

Life insurance transfers and taxes – part 2