Estate Planning

Cohabitation and property division in Ontario

The pandemic provides an opportunity for client discussion

By Michelle Schriver |July 6, 2020

3 min read

Advisor's Edge

Why to avoid a foreign executor

In most cases the additional costs — and headaches — aren’t worth it

By James Dolan |June 12, 2020

4 min read

Estate Planning

How to unlock a life income fund

If clients need liquidity, there are options

By Curtis Davis |June 11, 2020

4 min read

Estate Planning

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

By Tim Brisibe |May 8, 2020

3 min read

Estate Planning

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

By Vivek Bansal |March 31, 2020

3 min read

Advisor's Edge

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

By Margaret O’Sullivan |March 27, 2020

3 min read

Advisor's Edge

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

By James Dolan |March 27, 2020

4 min read

Estate Planning

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

By Jacqueline Power |March 3, 2020

3 min read

Estate Planning

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

By Frank Di Pietro |February 7, 2020

3 min read

Advisor's Edge

Dealing with an overly broad (or narrow) encroachment clause

Exercising discretion with estate assets in trusts

By James Dolan |February 7, 2020

3 min read

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