Estate Planning

What to know about the new intergenerational transfer rules

Business owners planning for succession must meet certain criteria

By Vivek Bansal |August 23, 2022

4 min read

Estate Planning

Disinherited children win big in Alberta and B.C. courts

Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests

By Michael McKiernan |August 11, 2022

3 min read

Estate Planning

Ontario amends estate forms, again, to clarify instructions

The province aims to streamline probate applications and speed the court review process

By Rudy Mezzetta |July 13, 2022

3 min read

Estate Planning

Helping your clients talk to kids about money

The conversation should reflect their age and stage of life

By Maddie Johnson |June 29, 2022

2 min read

Advisor's Edge

Breaking down the ‘executor’s year’

Some beneficiaries are entitled to interest on their inheritance starting one year after death

By Rudy Mezzetta |May 9, 2022

3 min read

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Estate Planning

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

By Vivek Bansal |May 2, 2022

4 min read

Advisor's Edge

Finding missing beneficiaries

What executors need to know when a beneficiary can’t be easily identified or found

By Rudy Mezzetta |March 14, 2022

5 min read

Advisor's Edge

Ontario’s estate audit rules keep executors honest

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

By Rudy Mezzetta |February 4, 2022

4 min read

Estate Planning

CRA won’t administer proposed new trust reporting rules

Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them

By Rudy Mezzetta |January 14, 2022

3 min read

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