Estate Planning

Advisor's Edge

How to deal with an insolvent estate

Not every estate is a windfall for beneficiaries

By James Dolan |May 11, 2018

4 min read

Advisor's Edge

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

By Suzanne Yar Khan |May 11, 2018

44 min read

Estate Planning

How U.S. personal tax changes affect estate planning

An overview of major changes impacting Canadians with U.S. connections

By Margaret O’Sullivan |May 8, 2018

9 min read

Estate Planning

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

By Nathalie Boutet |May 3, 2018

5 min read

Advisor's Edge

What happens when an estate gets reopened

You’ve paid estate bills, distributed assets to beneficiaries and received a clearance letter from CRA

By James Dolan |April 13, 2018

4 min read

Advisor's Edge

Prevent problems with bequests

Where there’s a will, there’s … potential for error

By Susan Goldberg |April 13, 2018

8 min read

Estate Planning

Best tax options to transfer the cottage to kids

An expert offers a sample case to help clients avoid tax pitfalls

By Jacqueline Power |April 5, 2018

5 min read

Estate Planning

Avoid these traps with alter ego and joint partner trusts

What clients must know about these unique trusts

By Keith Masterman |March 28, 2018

5 min read

Advisor's Edge

Expert Confidential: Ali Spinner

Meet the "tax ninja"

By Susan Goldberg |March 16, 2018

3 min read

Advisor's Edge

Pitfalls when filing the T3 tax return

Some of the most common T3 challenges executors should watch for

By James Dolan |March 16, 2018

4 min read

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