Estate Planning

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

1 min read

Estate Planning

Selling real estate? The CRA is watching

What clients need to know about reporting transactions

By Wilmot George |July 18, 2019

4 min read

Estate Planning

Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

By Mark Groulx |June 11, 2019

4 min read

Advisor's Edge

How to handle rental properties in estates

Executors must balance responsibilities to tenants and beneficiaries

By James Dolan |May 24, 2019

3 min read

Advisor's Edge

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit

By Curtis Davis |May 24, 2019

3 min read

Estate Planning

Deciding if an IPP is right for your client

Consider these plan funding details for a hypothetical medco

May 16, 2019

6 min read

Estate Planning

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

By Keith Masterman |May 10, 2019

3 min read

Estate Planning

An expedient alternative to the post-mortem pipeline

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

By Rebecca Cicco |May 9, 2019

6 min read

Estate Planning

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

By Wilmot George |May 7, 2019

4 min read

Estate Planning

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

By Rudy Mezzetta |April 12, 2019

2 min read

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