Estate tax

Advisor's Edge

How an executor can handle real estate assets

Common pitfalls when caring for a property

By James Dolan |November 14, 2017

4 min read

Estate Planning

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

By Frank Di Pietro |June 30, 2017

5 min read

Estate Planning

Opportunities and pitfalls for foreign inheritances and beneficiaries

Tread carefully to avoid tax mistakes

By Margaret O’Sullivan |April 21, 2017

4 min read

Estate Planning

Choose the right estate freeze

Help your business-owning clients find the right tax plan

By Jessica Bruno |October 28, 2016

10 min read

Tax News

The value of company valuations

Tax and estate implications of this important exercise

By James and Deborah Kraft |October 28, 2016

6 min read

Planning and Advice

When an RRSP beneficiary faces a tax liability

Recent case shows the consequences of not seeking advice

By Jamie Golombek |October 28, 2016

4 min read

Estate Planning

Five ways to navigate blended-family finances

Most of us know a few families that resemble The Brady Bunch more than the “traditional” family

By Tony Maiorino |August 3, 2016

5 min read

Industry

Attract new Canadians as clients

How do you effectively communicate with immigrants when English isn't their first language?

April 19, 2016

1 min read

Estate Planning

How (and when) to pay estate debts

Paying estate debts: it’s one of the executor’s most important duties. But what is the process? Who gets paid first? And can creditors jump the queue? Discretion with solvent estates The answers to these questions depend on whether the estate is solvent, explains David Mifsud, associate at Ross & McBride LLP in Hamilton. “Assuming that […]

By James Dolan |April 8, 2016

5 min read

Estate Planning

Implications of new probate rules in Ontario

Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed an accompanying affidavit stating the valuation was correct, and that was usually that. Not any more. As of January 1, Ontario executors (known as estate trustees) must file an Estate […]

By James Dolan |October 9, 2015

4 min read

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