Estate Planning

Estate Planning

Tax effects of inheriting money from the U.S.

Problems for Canadian residents who inherit from U.S. trusts

By Max Reed |October 25, 2016

5 min read

Estate Planning

Should coupled clients have joint accounts?

The pros and cons of each approach.

By Susan Goldberg |October 21, 2016

8 min read

Estate Planning

Dying intestate: what clients should know

The consequences of not having a will

By Elaine Blades |October 21, 2016

4 min read

Estate Planning

Creative planning for incapacity

How to navigate this delicate issue in estate planning

October 7, 2016

5 min read

Estate Planning

What a trustee should (and shouldn’t) do

Most Canadians are familiar with the duties of an estate executor. But what are the duties of the trustee? And what happens if the trustee doesn’t perform them properly? Different roles; same people Anthea Law, partner at Vogel LLP in Calgary, says that, legally, an executor of an estate is distinct and different from a […]

By James Dolan |October 7, 2016

3 min read

Estate Planning