Latest news in 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 July 24, 2019
  • 12:18
canadian money house on white background

Selling real estate? The CRA is watching

What clients need to know about reporting transactions


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

pension pension or retirement concept with word on business office folder index

Deciding if an IPP is right for your client

Consider these plan funding details for a hypothetical medco

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

office work and metaphor for the payment of taxes

An expedient alternative to the post-mortem pipeline

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

senior couple worrying about their money situation

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

calculating numbers for income tax return with glasses pen and calculator

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

Hand holding a paper home, car, family on green background, insurance concept

Tax implications of divorce, Part 2

Settling different types of property

Couple getting financial advice from consultant at home

Tax implications of divorce, Part 1

Dividing assets and navigating tax credits


Why to cheer the IPP’s defined benefit provision

The DB provision will always provide a larger benefit than the DC provision


Managing estate holdbacks

Helping executors decide how much to keep aside for complicated estates


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

Providing executors with peace of mind


Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

Justitia, the goddess of justice

Supreme Court ruling confirms viability of Henson trusts

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

A shot of a senior asian couple doing tai-chi exercise

How spouses provide an advantage in post-mortem tax planning

A breakdown of options for capital property

Old couple on hill

Capital gains and losses at death: the spousal advantage

Giving clients options with capital property

Senior and mature man sitting on yacht using laptop, smiling

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

Are your clients prepared to sell their businesses?

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


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

Senior couple making nordic walking in the park

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
Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

Proceed with caution when aging seniors request account changes

What advisors should know