Estate Planning

How to protect pets in estate planning

Without a plan, a pet could be abandoned or go to an unintended guardian

By Michael McKiernan |March 7, 2024

4 min read

Estate Planning

Want to remove an executor? The bar is high

Communication is key to preventing contentious estate administration

By Rudy Mezzetta |January 19, 2024

4 min read

Estate Planning

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

By Curtis Davis |December 5, 2023

4 min read

Estate Planning

CRA provides temporary relief for bare trusts under expanded reporting regime

Many clients will have a reporting obligation and not know it

By Rudy Mezzetta |December 1, 2023

3 min read

Estate Planning

Filing the deceased’s income tax return

For executors, the deceased’s tax history can be an issue

By Rudy Mezzetta |November 29, 2023

5 min read

Estate Planning

RRSPs and estate administration

Understand the effects of beneficiary designations on tax after death

By Matt Trotta |November 15, 2023

6 min read

Estate Planning

Boomers and millennials have different ideas about inheritance

Parents intend to leave a much greater inheritance than their children expect, survey says

By Staff |November 7, 2023

1 min read

Estate Planning

Funeral arrangements and disposing of remains: the executor’s role

Executors should make decisions appropriate to the size of the estate

By Rudy Mezzetta |October 27, 2023

3 min read

Estate Planning

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta |October 3, 2023

4 min read

Estate Planning

Help clients prepare for a serious illness

Clients may be more open to discussing serious illness planning than death planning

By Melissa Shin |September 26, 2023

4 min read

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