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Latest news in Estate Planning

U.S. estate tax for Canadians

If you have Canadian clients who are married to a citizen of the United States or a dual citizen, you may need to advise them…

Income splitting: Assets, prescribed rates and personal loans

The Canada Revenue Agency (CRA) recently announced that the prescribed rate, the rate at which your clients can lend cash or other assets to family…

U.S. pensions and RRSP transfers

In both Canada and the United States, many employers are reducing their workforce numbers. If you have clients who have left jobs in the U.S.…

Registered losses deductible to estate

A small change in last week’s budget promises a benefit during declining markets: RRSP and RRIF losses will be treated fairly in estate distributions. When…

Cheap U.S. vacation property = big estate tax consequences

Lower United States property values and a stronger Canadian dollar have led many Canadians to consider purchasing their dream vacation properties in the southern U.S.…

TFSAs and estate planning

Much has been written about the new tax-free savings accounts: the accumulation of tax-free income, the ability to re-contribute withdrawals and the capacity to access…

Case study: How to use TFSAs for different client types

They say bad news travels fast, and this has undeniably been the case in the markets of late. I’ve been dismayed to see my equity-weighted…

Up to speed: An overview of tax changes in 2008

Need a little tax tutorial before plunging into another RRSP season? Bring yourself up to speed on this year’s tax changes with this succinct overview.…

Tax-loss selling might ease your clients’ pain

It’s not easy to find a silver lining in this economic downturn, but tax-savvy advisors don’t need to look too hard to uncover a saving…

More tax planning reading, resources and tools

Over the course of the year, the staff at Advisor.ca has written a plethora of articles about pressing tax issues. Don’t worry if you’ve missed…

Legally speaking: Botched beneficiary designations

Frequently when I review an insurance agent’s or investment advisor’s files I am surprised to see that a simple estate planning step has gone awry.…

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  • By: Staff
  • September 16, 2008 June 16, 2018
  • 00:00

Legacy or executor fees

One of the issues that comes up regularly in an estate situation is whether amounts received by the executor from the estate are taxable executor’s…

Structural advantage

Not long ago, a mutual fund wholesaler was in my office touting the benefits of his product offering to my business partner. While the two…

4th Annual Dollars & Sense Survey: Turning up the heat

Do you take this prenuptial?

(June 2008) Second marriages, an inheritance from your grandmother, or sizeable retirement assets are a few of the many reasons why more and more Canadians…

Making a couple’s investments work together

(June 2008) A wedding takes a lot of preparation — flowers, food, venue — but one type of planning that soon-to-be newlyweds often overlook is…

Tax matters when your client gets hitched

(June 2008) The cake’s been cut, the closets assigned, and your life of living together is in full swing. Whether you’ve gone the formal route…

More Wedding Planner stories

(June 2008) Over the years, Advisor.ca has frequently covered the various financial issues surrounding marriage. Here are a few of the related stories we’ve written…