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Filing the T3 tax return

What is the T3, and how does an executor file it properly?

  • By: James Dolan
  • February 17, 2018 September 10, 2018
  • 00:11
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What to do when clients argue over shared property

The ethical advisor answers

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

Students at university campus

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

When to use a codicil (and when to rewrite the will)

As financial circumstances change, so must wills

  • By: James Dolan
  • January 25, 2018 September 10, 2018
  • 00:08
Beautiful setting for outdoors wedding ceremony

How to educate clients about prenups

Practical tips for advisors to implement

Indian Couple Meeting With Financial Advisor At Home

Half of Canadians don’t have a will: report

More than half of Canadians (51%) say they have no last will and testament in place

  • By: Staff
  • January 23, 2018 September 10, 2018
  • 09:56
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Help clients appoint a guardian for minor children

How the process works

Let clients know about these will restrictions

When the courts may interfere with a testator’s succession plan

Couple Meeting With Financial Advisor In Office

Asking clients these 10 questions can help reduce tax

Don't forget to discuss these year-end tax saving strategies with clients

  • By: Staff
  • December 12, 2017 September 10, 2018
  • 10:24
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How an executor can handle real estate assets

Common pitfalls when caring for a property

  • By: James Dolan
  • November 14, 2017 September 10, 2018
  • 14:15
Indecisive and lost man chooses the right path

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

Protect gifts toward a matrimonial home from divorce

Gifts or inheritances received during a marriage are generally excluded property, but not always

Multiracial business meeting in boardroom, sitting at a table

How to moderate family meetings

Tips from experts

Wooden dock with chair on calm fall lake

How to plan for cottage succession

Options for ownership

Tax problems business and financial concept as a businessman on a road to success blocked by a brick wall with the word taxes painted on the surface as a metaphor for finance issues as an adversity to growth.

How life insurance dispositions are taxed

Tax reporting requirements for various dispositions

  • By: Kevin Wark
  • October 13, 2017 September 10, 2018
  • 16:00
Corporate executive in a modern architectural setting looking confidently out of high rise windows

When to hire a professional executor

Find out

  • By: James Dolan
  • October 13, 2017 September 10, 2018
  • 00:04
Wooden dock with chair on calm fall lake

Consider these issues when planning cottage succession

Personal, tax and family law issues to tackle

Interracial gay couple arguing

Make these moves first when divorce strikes

5 things clients can do right away

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Urgent: Talk to business clients ahead of income sprinkling measures

Consequences of Finance's proposed tax measures

Mother and Daughter Florists

How proposed tax changes target income sprinkling

Case study shows how your client might pay more tax

How gifts and inheritances are shared between spouses

Timing is key

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Estate planning for a client’s digital assets

They are rarely addressed in wills

Startup business partners working together in desktop

How Finance’s tax proposals will squeeze biz owners

Expect a flurry of tax planning ahead

Multi generation black family watching sport on TV at home

What happens when parents and adult children are joint tenants?

A look at the pros and cons