Employee ownership trusts introduced, but with no incentives
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents
Vancouver-based trust company manages $400 million in assets
Potential conflicts involving clients' wills weren't reported to dealer
A case study explains the challenges
Yes, but it’s complicated
A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts
Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods
Helping clients establish a "hierarchy of withdrawals"
Addressing estate planning’s ignored middle child
Recent legal cases highlight varying testamentary freedom across Canada
Business owners planning for succession must meet certain criteria
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
The province aims to streamline probate applications and speed the court review process
The conversation should reflect their age and stage of life
Some beneficiaries are entitled to interest on their inheritance starting one year after death
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
For the best tax treatment, distinguish between current and capital expenses
What executors need to know when a beneficiary can’t be easily identified or found
While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them
Factors to consider when setting aside funds for minors
A client scenario with a family cottage shows the importance of planning
Complex relationships are increasing the risk of litigation
Use these tips to make the most of a donation tax credit