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Latest news in Estate Planning

How to give money to grandchildren

Tips for using wills and lifetime gifts correctly.

Prepare your clients with these inheritance horror stories

If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.

  • By: Staff
  • March 13, 2015 August 21, 2018
  • 10:40

New complications for trust planning

Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.

Should you be a client’s executor?

Compliance Roundup

Why clients should consider long-term care insurance

The cost of long-term care

What the right-to-die ruling means for POAs

Clients should state their views on physician-assisted suicide in their estate planning documents.

Why clients may need multiple cross-border POAs

While multiple will planning is a familiar strategy to deal with foreign assets on death, preparing multiple powers of attorney for use in jurisdictions where…

Case study: Estate freeze trims entrepreneur’s tax bill

There’s a thin line between maximizing tax efficiency and being offside with CRA.

Support this law to help grieving clients

When Liberal Member of Parliament Frank Valeriote was an estate lawyer, he saw grieving people struggle with their duties as executors.

Dealing with foreign wealth

Review trusts, pensions and other assets for non-U.S. dual citizens

Understanding cross-border estate rules

Unlike Canada, the U.S. imposes an estate tax on worldwide estates worth more than $5.34 million (2014).

Why you should tackle digital estate planning

Most websites have stringent privacy policies. So read these tips to help clients with their online assets.

  • By: Staff
  • January 30, 2015 August 21, 2018
  • 08:01

Build family trusts properly

Running afoul of tax rules could cost clients

Watch for elder abuse

A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.

Ottawa overhauls trust rules

Ottawa has fast-tracked key technical amendments involving trust and estate planning

  • By: Doug Watt
  • January 23, 2015 September 8, 2018
  • 05:59

The importance of post-mortem planning

Eliminate double taxation at death on private company shares

Give away wealth now, or later?

Before gifting assets, clients need to understand the consequences

  • By: James Dolan
  • January 20, 2015 September 12, 2018
  • 05:59

Get help managing funds of minors, disabled clients

If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.

  • By: Katie Keir
  • January 16, 2015 August 21, 2018
  • 14:00

Make way for centenarians

If clients aren’t prepared to live past age 90, they risk running out of money

  • By: Katie Keir
  • January 16, 2015 September 6, 2018
  • 05:59

When bad trusts happen to good people

Help your client find his way around a poorly written trust

New rules for probating an Ontario estate

Ontario now requires executors to explain how much they say an estate is worth.

  • By: Staff
  • January 9, 2015 August 21, 2018
  • 10:43

What happens when advisors get divorced?

How to account for books of business in equalization calculations.

Ask better questions to protect clients’ estates

Questions that start with "how" aren't always best.

Prepare for client incapacity

Powers of attorney protect clients—and you

Tax break today, legacy tomorrow

Make the most of the Ecological Gifts Program.