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Deciding if an IPP is right for your client

Consider these plan funding details for a hypothetical medco

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

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An expedient alternative to the post-mortem pipeline

A strategy for business-owner clients to mitigate double taxation at death

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Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

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Ontario to eliminate probate tax on estates under $50,000

The provincial budget also said the government would extend the deadline for filing estate returns

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Tax implications of divorce, Part 2

Settling different types of property

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Tax implications of divorce, Part 1

Dividing assets and navigating tax credits

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Why to cheer the IPP’s defined benefit provision

The DB provision will always provide a larger benefit than the DC provision

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Managing estate holdbacks

Helping executors decide how much to keep aside for complicated estates

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The clearance certificate: what it is, and why it matters

Providing executors with peace of mind

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Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

Justitia, the goddess of justice

Supreme Court ruling confirms viability of Henson trusts

The top court said the trusts should not interfere with eligibility for subsidized housing

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How spouses provide an advantage in post-mortem tax planning

A breakdown of options for capital property

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Capital gains and losses at death: the spousal advantage

Giving clients options with capital property

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Is your client prepared for a financial windfall?

What advisors should know about sudden wealth syndrome

  • By: Staff
  • December 10, 2018 December 13, 2018
  • 11:36
small-business

Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

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Mutual wills: proceed with caution

Examining an alternative to trusts

Help your client prepare to write a will

Tips to inspire action so clients ace the task we love to avoid

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The ins and outs of spousal rights

Find out how your client’s estate is affected in Alberta

How HNW millennials approach philanthropy

A TD survey reveals a generational shift in legacy giving

  • By: Staff
  • November 13, 2018 November 13, 2018
  • 14:47
Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

Proceed with caution when aging seniors request account changes

What advisors should know

Preparing for the passing of accounts

Common disputes and how executors can avoid them

Students at university campus

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

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Do executors need insurance?

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

  • By: James Dolan
  • September 21, 2018 September 21, 2018
  • 12:00
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Keep estate planning documents safe

A key consideration that’s often overlooked