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Latest news in Estate Planning

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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

Are your clients prepared to sell their businesses?

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


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


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

Keep estate planning documents safe

A key consideration that’s often overlooked

Couple calculating financial savings on internet

How spousal rights can affect your client’s estate

What you need to know

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CFIB asks feds to grandfather pre-2019 passive income

The fight over private corporation tax changes spills into Budget 2019

  • By: Staff
  • August 8, 2018 September 10, 2018
  • 00:00
Interracial gay couple arguing

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

Business Communication Connection People Concept

Planning opportunities with alter ego and joint partner trusts

Find out if they're right for your client

Historic Buildings on Barrington Street between Prince Street and Sackville street in downtown Halifax

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

Young plant

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

How much power do beneficiaries actually have?

Beneficiaries have a right to understand the bequest they may be entitled to

Messy vintage accountant's desktop with adding machine and paper rolls, he is working with the calculator

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option


Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

  • By: Kevin Wark
  • June 28, 2018 September 7, 2018
  • 00:00
Multi generation black family watching sport on TV at home

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

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Your client is a trustee of private shares—now what?

Considerations for business-owner clients and their families

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Holding private company shares at death could cost your client

An expert explains the tax consequences—and how to avoid them

family life insurance, family services, family policy and supporting families concepts businessman with protective gesture and silhouette representing young family

Article series: Tax and insurance

A full list of articles in this series by Kevin Wark

  • By: Staff
  • May 11, 2018 September 12, 2018
  • 00:00