Estate tax

A Jedi Master’s estate plan

Star Wars creator George Lucas recently sold his franchise to Disney in a $4.05 billion cash deal. Many estate planning experts are calling the “move worthy of a Jedi Master,” reports marketwatch.com. None of Lucas’s three adopted children wanted to take over the empire, so the strategy will save them the hassles of managing their […]

By Wire services |November 6, 2012

1 min read

When to use dual wills

Many Ontario estate planners tell clients to consider drafting dual wills to reduce probate taxes.

By John Lorinc |November 1, 2012

5 min read

Debt and taxes

A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and taxes when a loved one passes.

By Tim Brisibe |October 22, 2012

3 min read

Don’t fudge a business valuation

A full work up of a company’s worth helps owners avoid risks and penalties

By Sondra Stewart |September 10, 2012

3 min read