Estate planning

Estate Planning

Help clients prepare for a serious illness

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

By Melissa Shin |September 26, 2023

4 min read

Industry

Amid inflation, Canadians cut costs but not big goals: poll

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

By Staff |September 19, 2023

1 min read

Life

Help clients find lost bank accounts and insurance policies

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

By Jonathan Got |August 30, 2023

3 min read

Estate Planning

Do executors have to accept the role?

What to know before administering an estate

By Rudy Mezzetta |August 18, 2023

4 min read

Tax News

Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals

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

By Rudy Mezzetta |July 11, 2023

3 min read

Estate Planning

CRA releases new form for reporting beneficial ownership of trusts

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

By Rudy Mezzetta |June 30, 2023

3 min read

Estate Planning

CRA says trustees must report on contingent beneficiaries too

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

By Rudy Mezzetta |June 22, 2023

3 min read

Estate Planning

How employee ownership trusts limit estate planning

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

By Matt Trotta |June 21, 2023

5 min read

Estate Planning

How is an FHSA taxed at death?

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

By Rudy Mezzetta |June 9, 2023

5 min read

Estate Planning

Understanding the CPP death benefit

The amount has been falling in real terms

By Lea Koiv |May 12, 2023

3 min read

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