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Keyword: Estate planning

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father and son conversation

Clients may be more open to discussing serious illness planning than death planning

  • By: Melissa Shin
  • September 26, 2023 September 26, 2023
  • 16:29
Hands up

Despite concerns about saving, only 13% of respondents recently consulted an advisor

  • By: Staff
  • September 19, 2023 September 19, 2023
  • 13:54

Although there are tools to help, financial advisors still say it’s best to maintain updated information

Will document

What to know before administering an estate

retirement planning

Strategic withdrawals allow clients to smooth out their income levels over retirement

Exterior of CRA headquarters building

Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries

Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules

Challenges for business-owner clients include taxable disposition and compliance costs

House for sale

It’s not too early to consider the estate implications if someone dies while holding an FHSA

calculating numbers for income tax return with glasses pen and calculator

The amount has been falling in real terms

  • By: Lea Koiv
  • May 12, 2023 June 30, 2023
  • 10:59