Latest news in Estate Planning
New federal trust rules come into effect in January 2016
- By: Frank Di Pietro
- September 8, 2015 September 12, 2018
And while are happy with the news that CRA will allow the use of graduated rates for estates that have multiple wills, some state it…
- By: Suzanne Sharma
- July 23, 2015 August 21, 2018
The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.
- By: Margaret O’Sullivan
- June 10, 2015 August 21, 2018
What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?
- By: Christopher Ambridge
- May 27, 2015 August 21, 2018
Help your clients successfully navigate peer-to-peer assets
- By: Michelle Schriver
- May 8, 2015 August 21, 2018
If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.
- By: Melissa Shin
- April 22, 2015 August 21, 2018
Here’s text for a client letter covering some key points from this year’s Federal budget. We hope you find it useful for sparking client conversations.…
- By: Staff
- April 21, 2015 June 17, 2018