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

Providing executors with peace of mind

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Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

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Supreme Court ruling confirms viability of Henson trusts

The top court said the trusts should not interfere with eligibility for subsidized housing

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How spouses provide an advantage in post-mortem tax planning

A breakdown of options for capital property

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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
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Are your clients prepared to sell their businesses?

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

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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
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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

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Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

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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
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Keep estate planning documents safe

A key consideration that’s often overlooked

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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
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Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

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Planning opportunities with alter ego and joint partner trusts

Find out if they're right for your client

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Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

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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

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

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

Lawyer

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