Estate Planning

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

By Matt Trotta | June 21, 2023

5 min read

Estate Planning

How is an FHSA taxed at death?

It’s not too early to consider the estate implications if someone dies while holding an FHSA

By Rudy Mezzetta | June 9, 2023

5 min read

Estate Planning

Taxation of employee stock options

Help your client consider tax-preferential treatment, donation of shares and AMT

By Vivek Bansal | June 6, 2023

5 min read

Estate Planning

Understanding the CPP death benefit

The amount has been falling in real terms

By Lea Koiv | May 12, 2023

3 min read

Advisor's Edge

Digital tools make life easier for executors

Estate professionals are also adopting platforms to streamline the administration process

By Rudy Mezzetta | March 31, 2023

3 min read

Estate Planning

Employee ownership trusts introduced, but with no incentives

Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership

By Melissa Shin | March 29, 2023

5 min read

Estate Planning

Court refuses to force capacity assessment on unwilling senior

B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents

By Michael McKiernan | March 14, 2023

5 min read

Estate Planning

Raymond James acquires Solus Trust

Vancouver-based trust company manages $400 million in assets

By Rudy Mezzetta | December 6, 2022

1 min read

Estate Planning

Former fund rep sanctioned over clients’ estate disclosures

Potential conflicts involving clients' wills weren't reported to dealer

By James Langton | November 14, 2022

1 min read

Estate Planning

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

By Akua Carmichael | November 10, 2022

5 min read

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