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Some beneficiaries are entitled to interest on their inheritance starting one year after death

Financial Advisor Assisting Senior Couple

Tax rules offer flexibility when a client has both a spouse and a common-law partner

old photo showing a missing person

What executors need to know when a beneficiary can’t be easily identified or found

Lawyer

B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate

Parliament buildings in winter

Draft legislation also seeks to implement a raft of proposals from Budget 2021 

audit

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

Megaphone

Paul Marion will develop a new tax and wealth planning framework for wealthy clients

  • By: Staff
  • January 31, 2022 January 28, 2022
  • 09:00
photo of hands holding pen under document and pressing calculator buttons

Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them

Stock Photo - a boy playing with grandmother at home

Factors to consider when setting aside funds for minors

Wooden dock with chair on calm fall lake

A client scenario with a family cottage shows the importance of planning