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Latest news in Estate Planning

Understand PoA requirements

Getting it right will spare your clients headaches down the road.

  • By: Darren Lund
  • December 24, 2013 September 6, 2018
  • 05:55

4 estate planning tips when clients move

Ensure you revisit estate plans when clients move to other provinces and territories. Here’s what to consider.

What to consider before appointing a PoA

An increasing number of baby boomers are now living nine to 11 years past the time they’re considered healthy.

  • By: Staff
  • December 9, 2013 September 6, 2018
  • 05:55

Mint chair helped run alleged tax scheme

Jim Love, the chair of the Royal Canadian Mint helped arrange the transfer of millions of dollars from the descendents of a former prime minister…

  • By: Staff
  • November 27, 2013 August 21, 2018
  • 10:46

When there’s no will

Here’s what to do when your client’s parents dies intestate

  • By: John Lorinc
  • November 27, 2013 September 6, 2018
  • 06:00

When cohabitation agreements are inadequate

When retirees move in together, they need to consider how they'll handle end-of-life issues.

Protect clients’ digital estates

Help executors avoid disputes over digital family legacies.

  • By: Katie Keir
  • November 5, 2013 August 21, 2018
  • 00:09

Plan for family members with special needs

Clients with disabled family members often provide for their care in estate plans

Avoid double tax at death

Owners of private companies are often unaware of the potential for double taxation on death. The following case study will demonstrate how critical careful estate…

How best to use testamentary trusts

The government may erase the tax benefits of the trusts.

  • By: Katie Keir
  • October 31, 2013 August 21, 2018
  • 04:55

Appointing guardians for adults

How the process works

5 tips to help cross-border clients

U.S. citizens living in Canada and Canadians who own property in the U.S. can’t have standard investment portfolios.

Financial tips for animal lovers

If they're adopting or buying animals, they must consider the costs

  • By: Staff
  • October 22, 2013 September 10, 2018
  • 05:59

Get couples to sign a prenup

Creating a marriage contract helps couples protect assets.

An asteroid may strike Earth, but clients still need plans

Ukranian astronomers say an asteroid may hit Earth in less than 20 years, reports Russian news service RIA Novosti.

  • By: Staff
  • October 18, 2013 August 21, 2018
  • 05:59

5 (more) tax and estate planning mistakes

Entrepreneurs are leaving money on the table

3 ways to help a client who’s being sued

You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss…

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

Keep clients devoted

They want tax and estate help.

Which services do clients value most?

And how much more are they willing to pay?

Family of heiress takes her $300M will to court

Her family is trying to muscle in on her will by claiming she was mentally ill.

  • By: Staff
  • September 18, 2013 August 21, 2018
  • 10:20

New rules admit pets into human cemetaries

New York has approved a new regulation allowing pet cemeteries to handle human remains.

What to do when a taxpayer dies

How to prepare terminal returns

Help disinherit the black sheep

Rules vary from province to province

When clients inherit overseas property

Make sure clients create separate wills in foreign jurisdictions

  • By: Darren Lund
  • September 17, 2013 September 10, 2018
  • 01:18