Estate Planning

Finance drafts solution to spousal trust nightmare

The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.

By Dean DiSpalatro |January 22, 2016

3 min read

Help clients leave digital legacies

There are no laws in Canada to protect clients, so here’s what you need to know

By Margaret O’Sullivan |January 22, 2016

3 min read

Green donation guide released

If clients want to put some green toward green causes, let them know they can also donate land and real estate -- and save tax at the same time.

By Staff |December 24, 2015

1 min read

Help clients give away assets

Gifting assets during one’s lifetime is fraught with legal and tax traps

By Elaine Blades |November 27, 2015

4 min read