Estate tax

Estate Planning

3 tricky trust rules

One misstep can mean a big tax bill or thwarted intentions

By Elaine Blades |May 16, 2014

5 min read

Industry

Advisors could be clients’ executors, says IIROC

IIROC proposes amendments to rules relating to personal financial dealings with clients.

By Staff |April 25, 2014

1 min read

Industry

Most don’t understand charitable tax benefits

One-in-five Canadians with a written will (22%) plan to leave some of their estate to charity, finds a Scotiabank poll.

By Staff |April 22, 2014

2 min read

Estate Planning

Help blended families

Relationship dynamics should drive strategy

By Darren Lund |April 11, 2014

5 min read

Estate Planning

Don’t make estate administration mistakes

Executors can be held personally liable

By Elaine Blades |March 14, 2014

5 min read

Estate Planning

Will assets pass away with your clients?

Only 2% of heirs plan on keeping assets with their parents’ advisors, according to Investor Economics. This means you’ll likely lose assets to other advisors. And lack of loyalty is just the tip of the iceberg.

By Mark O'Farrell |March 11, 2014

3 min read

Estate Planning

How to buy U.S. real estate

Prepare clients for all costs of owning, renting or selling property.

By Suzanne Yar Khan |March 7, 2014

7 min read

Estate Planning

Tax benefits of an estate freeze

Cut your clients’ bill with this common strategy

By David A. Altro and Jonah Z. Spiegelman |February 14, 2014

4 min read

Estate Planning

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S. domiciled estate. It’s complicated. And what executors don’t know about U.S. reporting regulations and tax laws can hurt them.

By James Dolan |February 7, 2014

3 min read

Estate Planning

5 common drafting problems with wills

More than half of Canadians do not have wills, according to estimates. And of those that do, many may be outdated or improperly drafted.

By Margaret O’Sullivan |February 6, 2014

2 min read

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