News and resources for Canada's top financial advisors
Estate Planning
The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.
By Dean DiSpalatro |January 22, 2016
3 min read
There are no laws in Canada to protect clients, so here’s what you need to know
By Margaret O’Sullivan |January 22, 2016
If clients want to put some green toward green causes, let them know they can also donate land and real estate -- and save tax at the same time.
By Staff |December 24, 2015
1 min read
Gifting assets during one’s lifetime is fraught with legal and tax traps
By Elaine Blades |November 27, 2015
4 min read
Why anyone can view certain clients’ wills
By Margaret O’Sullivan |November 27, 2015
More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.
By Staff |November 13, 2015
One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]
By James Dolan |November 6, 2015
Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck running a red light. Adam was pronounced dead on the scene, while Brenda died in hospital 6 days later. It didn’t take long for two estate battles to erupt. *This […]
By Dean DiSpalatro |November 6, 2015
6 min read
What to watch for with this emerging trend
By Elaine Blades and Paul Fensom |October 30, 2015
New rules make effective planning more difficult
By Doug Carroll |October 30, 2015
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