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Value a business for divorce purposes

Dave and Sandra have managed a restaurant in downtown Vancouver for the past 12 years. But now the couple is divorcing and wants to sell…

  • By: Staff
  • October 9, 2015 August 21, 2018
  • 05:56

Implications of new probate rules in Ontario

Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed…

How to help divorcing clients

If a couple tells you they’re divorcing, you can help reduce their financial stress

  • By: Katie Keir
  • October 9, 2015 August 21, 2018
  • 05:49

Design a dynasty with perpetual trusts

Leave a legacy across generations by creating a trust in the right province

When to use incentive trusts

Address the downside of inherited wealth

Can you really protect executors from liability?

Many people do not realize that a trustee faces a myriad of legal and fiduciary responsibilities.

Make sure clients understand Graduated Rate Estates

New federal trust rules come into effect in January 2016

Could GREs cause more complications for executors?

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…

Clients need help discussing inheritances

When it comes to having conversations about transferring wealth, many haven’t discussed it with their families or financial advisors.

  • By: Staff
  • July 9, 2015 August 21, 2018
  • 10:55

Does your client need an updated estate plan?

Ask clients these 10 questions during reviews

How new EU rules for cross-border estates impact Canadians

The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.

Don’t wait for succession planning to become mandatory

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

What happens when an RRSP annuitant dies

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

TFSA designations may cause estate problems

Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.

What the sharing economy means for your clients’ taxes

Help your clients successfully navigate peer-to-peer assets

What the EU’s trust rules mean for Canadians

European legislators have been trying to require public disclosure of trust beneficiaries

Tax and estate issues with stock options

Ensure clients understand tax implications

More flexibility for estate donations

Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.

New share donation rules could improve estate planning

If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.

Client Letter – Budget 2015, TFSA increases and more

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
  • 18:39

The importance of advance care planning

Clients often overlook advance care planning during the estate planning process.

Protect a home from divorce claims

Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”

Help single, aging clients

Unmarried seniors who’ve never had children will need special attention

How to remove an executor

Most executors perform their duties with integrity and dedication.

What happens when an RESP subscriber dies?

What happens when the RESP subscriber—the person who creates and contributes to an RESP—dies before the RESP is fully paid out?