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Latest news in Estate Planning

Financial Advisor Assisting Senior Couple

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

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How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

  • By: Kevin Wark
  • October 25, 2019 October 25, 2019
  • 13:00
Nick Shepherd / Getty Images

Are co-executors a good idea?

The pros and cons of two (or more) people managing an estate

Happy family jumping together on the beach

Planning for blended families using trusts

Complex families can have complex needs

Seedlings, close up

Tories, Grits pledge help for green renos

Both parties say they’ll help voters pay for improvements to their homes


How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

  • By: James Dolan
  • September 20, 2019 September 20, 2019
  • 15:00

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

Luxury interior in bright colors of genuine leather in the business jet

Hanging on to HNW assets

A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients

  • By: Staff
  • August 22, 2019 August 22, 2019
  • 15:07

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

intergenerational wealth planning

Family conflict, estate planning and the value of advice

Advisors’ influence on family unity is growing


MFDA bans former advisor who acted as executor for clients

The former rep was also a beneficiary of a client's estate and accepted her Air Miles

  • By: Staff
  • July 24, 2019 July 24, 2019
  • 12:18
canadian money house on white background

Selling real estate? The CRA is watching

What clients need to know about reporting transactions


How to handle rental properties in estates

Executors must balance responsibilities to tenants and beneficiaries

Senior couple doing the income tax declaration online

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit

pension pension or retirement concept with word on business office folder index

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

office work and metaphor for the payment of taxes

An expedient alternative to the post-mortem pipeline

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

senior couple worrying about their money situation

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

calculating numbers for income tax return with glasses pen and calculator

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

Hand holding a paper home, car, family on green background, insurance concept

Tax implications of divorce, Part 2

Settling different types of property

Couple getting financial advice from consultant at home

Tax implications of divorce, Part 1

Dividing assets and navigating tax credits


Why to cheer the IPP’s defined benefit provision

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


Managing estate holdbacks

Helping executors decide how much to keep aside for complicated estates


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

Providing executors with peace of mind


Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions