Keyword: Sun Life tax and estate planning

29 results found

When an insurance policy owned by a corporation changes hands, what are the tax implications?

What clients should know before they transfer ownership of a life insurance policy.

A new process has been added to the Ontario Estate Administration Tax Act. Find out what this means for trustees, practitioners and clients, and who could be held accountable.

A sound estate plan almost always involves a will. Do your clients have one? Do they keep it current?

Gift-giving is thoughtful. But depending on the circumstances, it can also be taxing. Learn how U.S. gift tax could affect your clients.

A new continuing education (CE) course provides valuable information to help you discuss retirement planning and the impact taxes will have on a client’s retirement income.

Before your clients retire, encourage them to obtain and organize these important documents.

U.S. taxes can affect Canadians who don’t even live in the United States. Learn how U.S. estate taxes could impact your clients and ways to lower their tax bill.

Identify the impact to taxes and retirement savings when clients own foreign property.

When a client dies, their registered plans could face a major tax hit. Fortunately, there are ways to minimize the impact.