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Latest news in Estate Planning

Tax problems business and financial concept as a businessman on a road to success blocked by a brick wall with the word taxes painted on the surface as a metaphor for finance issues as an adversity to growth.

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts


Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

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Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

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Pandemic complicates discretionary trust payouts

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • By: Tim Brisibe
  • October 2, 2020 September 30, 2020
  • 09:00
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Ontario consults on estate law reform

The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will


Court decision casts doubt over beneficiary designations

A judge found that a father’s RRIF belonged to the estate rather than son named on plan

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Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

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Cohabitation and property division in Ontario

The pandemic provides an opportunity for client discussion


Why to avoid a foreign executor

In most cases the additional costs — and headaches — aren’t worth it

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How to unlock a life income fund

If clients need liquidity, there are options

Senior Couple With Financial Advisor At Home

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

Bakery owners

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

Students at university campus

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

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Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

Dealing with an overly broad (or narrow) encroachment clause

Exercising discretion with estate assets in trusts

  • By: James Dolan
  • February 7, 2020 February 6, 2020
  • 09:30

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

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Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

Seedlings, close up

Help your farmer clients maintain their tax advantages, Part 2

Find out the criteria for determining qualified farm property

Young plant

Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption


Top 10 tax columns from 2019

From Tax Court drama to cross-border gifts, the most-read articles from our roster of tax experts are still relevant today

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00
House building and city construction concept evening outdoor urban view of modern real estate homes

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

How to handle a request to encroach on capital

Tips for dealing with estate assets in trusts

  • By: James Dolan
  • November 29, 2019 November 27, 2019
  • 12:00