Keyword: Beneficiary

40 results found

Beneficiaries could be hit with unexpected income inclusions

Recent case shows the consequences of not seeking advice

A reader asks, and we answer.

Trusts and total return investing in challenging times

The courts have ordered proceeds to be paid to someone other than the designated beneficiary.

Clients can use their wills to make designations

In this case, the taxpayer prevails

Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.

Tips for using wills and lifetime gifts correctly.

If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.

  • By: Katie Keir
  • January 16, 2015 August 21, 2018
  • 14:00