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Latest news in Estate Planning

Startup business partners working together in desktop

How Finance’s tax proposals will squeeze biz owners

Expect a flurry of tax planning ahead

Multi generation black family watching sport on TV at home

What happens when parents and adult children are joint tenants?

A look at the pros and cons

Ontario estates can now advertise for creditors online

Estate administration is finally moving into the 21st century.

How clients can be undone by undue influence

Courts take a close look at advice

Why family gifts and loans require planning

Generous gestures could affect your client's estate

Joint tenancy, a primer

If your client holds assets jointly, controversies could arise over right of survivorship or termination

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

Be ready to talk about assisted dying: doctor

Find out what's involved and what new developments are on the horizon

Advisors weak on tax management, investor survey says

Advisors have some tax management work to do for clients, according to a new survey of investors. Natixis Global Asset Management surveyed 500 Canadian investors…

  • By: Staff
  • June 6, 2017 August 21, 2018
  • 00:03

3 investment rules estate trustees must know

Estate trustees are fiduciaries

Homeownership rights for cohabiting clients

Help clients know their rights when it comes to owning real property with a partner

What to do when friends want to buy property together

Client profile Emily Salvatore, 29, and Nicole Franken*, 30, have been friends for two decades. Both women save about $9,000 of the $50,000 they make…

Answer client questions about the Principal Residence Exemption and trusts

How do new PRE rules introduced in October 2016 change things?

4 ways to negotiate a marriage agreement

Protect clients in case their relationships don’t work out.

Opportunities and pitfalls for foreign inheritances and beneficiaries

Tread carefully to avoid tax mistakes

When the executor is also a beneficiary

Depending on family dynamics, it's a structure that may make sense.

What to do when an adult child dies intestate

This client case walks you through the process

Estate freezes: when estate and family law converge

The way an estate freeze is set up can have significant implications in family law.

48% of Canadians have no will: survey

Warren Buffett famously noted that, when it comes to inheritances, the perfect amount to leave children is enough so that they feel they can do…

  • By: Staff
  • March 30, 2017 August 21, 2018
  • 17:14

Budget changes donation rules

If you have charitable clients, read this article.

Dealing with errors in wills

Despite best efforts, some wills contain oversights, ambiguities or spelling mistakes.

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

Estate planning for diverse communities

How to help clients execute wills compliant with faith or treaty

Agricultural legacies are opportunities for advisors

Estate planning for farmer clients

Three tools for people with special needs

Estate planning techniques to consider