Estate tax

Prepare your clients with these inheritance horror stories

If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.

By Staff |March 13, 2015

1 min read

Estate Planning

Should you be a client’s executor?

Compliance Roundup

March 6, 2015

4 min read

Estate Planning

Case study: Estate freeze trims entrepreneur’s tax bill

There’s a thin line between maximizing tax efficiency and being offside with CRA.

By Dean DiSpalatro |February 6, 2015

5 min read

Estate Planning

Understanding cross-border estate rules

Unlike Canada, the U.S. imposes an estate tax on worldwide estates worth more than $5.34 million (2014).

By James Dolan |February 3, 2015

2 min read

Estate Planning

Ottawa overhauls trust rules

Ottawa has fast-tracked key technical amendments involving trust and estate planning

By Doug Watt |January 23, 2015

8 min read

Estate Planning

The importance of post-mortem planning

Eliminate double taxation at death on private company shares

By Elaine Blades and Kevin Tran |January 23, 2015

5 min read

Estate Planning

Give away wealth now, or later?

Before gifting assets, clients need to understand the consequences

By James Dolan |January 20, 2015

8 min read

Estate Planning

Get help managing funds of minors, disabled clients

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

January 16, 2015

4 min read

Estate Planning

New rules for probating an Ontario estate

Ontario now requires executors to explain how much they say an estate is worth.

By Staff |January 9, 2015

1 min read

Estate Planning

Clients buying U.S. property? Consider trusts

Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.

By Margaret O’Sullivan |December 1, 2014

2 min read

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