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Latest news in Estate 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

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Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption

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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
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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
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What is a ‘related business’ for TOSI purposes?

The answer is not simple, and business-owner clients will need advice

Tired & headache asian businessman work overtime

Golombek’s year-end tax tips

Help your client with timely tax-efficient 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
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Are co-executors a good idea?

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

  • By: James Dolan
  • October 25, 2019 October 25, 2019
  • 13:00
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

FRANCESCOCH / ISTOCKPHOTO

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
File

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

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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

Gavel

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
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Selling real estate? The CRA is watching

What clients need to know about reporting transactions

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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