Estate Planning

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

By Tim Brisibe |July 26, 2018

4 min read

Estate Planning

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

By Chris Delaney |July 18, 2018

5 min read

Advisor's Edge

How much power do beneficiaries actually have?

Beneficiaries have a right to understand the bequest they may be entitled to

By James Dolan |July 13, 2018

4 min read

Advisor's Edge

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

By Margaret O’Sullivan |July 13, 2018

5 min read

Estate Planning

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

By Wilmot George |July 9, 2018

4 min read

Estate Planning

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

By Kevin Wark |June 28, 2018

4 min read

Estate Planning

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

By Carol Bezaire |June 19, 2018

5 min read

Estate Planning

Your client is a trustee of private shares—now what?

Considerations for business-owner clients and their families

May 30, 2018

5 min read

Estate Planning

Holding private company shares at death could cost your client

An expert explains the tax consequences—and how to avoid them

By Rebecca Cicco |May 28, 2018

6 min read

Estate Planning

Article series: Tax and insurance

A full list of articles in this series by Kevin Wark

By Staff |May 11, 2018

1 min read

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