Estate Planning

Do executors have to accept the role?

What to know before administering an estate

By Rudy Mezzetta |August 18, 2023

4 min read

Estate Planning

CRA releases new form for reporting beneficial ownership of trusts

Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries

By Rudy Mezzetta |June 30, 2023

3 min read

Estate Planning

Feds release draft changes to pension rules for “unlocatable” members

Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits

By Rudy Mezzetta |June 27, 2023

2 min read

Estate Planning

CRA says trustees must report on contingent beneficiaries too

Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules

By Rudy Mezzetta |June 22, 2023

3 min read

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

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