Tim Brisibe, TEP, is Director, Tax & Estate Planning at Mackenzie Investments.
Help your client avoid these estate planning pitfalls
Knowing the answer will help you and your client prepare for incapacity
Know the tax implications when moving into care
A will kit might be free or inexpensive, but it might not be valid
A look at the pros and cons
An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.
Taxpayers subject to the new 33% tax bracket can take advantage of a new 33% non-refundable tax credit for taxation years beginning 2016.
A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and taxes when a loved one passes.