Estate Planning

Estate Planning

How advisors can support healthier divorces

Ideas to help clients going through tough times

By Nathalie Boutet |March 7, 2018

3 min read

Estate Planning

CRA to increase filing requirements for trusts

Part of an effort to counter tax avoidance

By Mark Burgess |February 27, 2018

3 min read

Estate Planning

How retirees can accumulate RRSP room

Find out what types of income add to the calculation of deduction room

By Wilmot George |February 22, 2018

4 min read

Estate Planning

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

By Frank Di Pietro |February 22, 2018

5 min read

Advisor's Edge

Filing the T3 tax return

What is the T3, and how does an executor file it properly?

By James Dolan |February 17, 2018

4 min read

Advisor's Edge

What to do when clients argue over shared property

The ethical advisor answers

By Michelle Schriver |February 17, 2018

3 min read

Estate Planning

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

By Tim Brisibe |February 9, 2018

3 min read

Estate Planning

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

By David Truong |January 30, 2018

3 min read

Advisor's Edge

When to use a codicil (and when to rewrite the will)

As financial circumstances change, so must wills

By James Dolan |January 25, 2018

4 min read

Estate Planning

How to educate clients about prenups

Practical tips for advisors to implement

By Nathalie Boutet |January 23, 2018

3 min read

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