News and resources for Canada's top financial advisors
Estate Planning
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 clients spend time and hold assets is less common.
By Margaret O’Sullivan |February 12, 2015
3 min read
There’s a thin line between maximizing tax efficiency and being offside with CRA.
By Dean DiSpalatro |February 6, 2015
5 min read
When Liberal Member of Parliament Frank Valeriote was an estate lawyer, he saw grieving people struggle with their duties as executors.
By Jessica Bruno |February 6, 2015
Review trusts, pensions and other assets for non-U.S. dual citizens
By Suzanne Yar Khan |February 6, 2015
7 min read
Unlike Canada, the U.S. imposes an estate tax on worldwide estates worth more than $5.34 million (2014).
By James Dolan |February 3, 2015
2 min read
Most websites have stringent privacy policies. So read these tips to help clients with their online assets.
By Staff |January 30, 2015
Advisor's Edge Report
Running afoul of tax rules could cost clients
By Melissa Shin |January 23, 2015
8 min read
A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.
By Dean DiSpalatro |January 23, 2015
10 min read
Ottawa has fast-tracked key technical amendments involving trust and estate planning
By Doug Watt |January 23, 2015
Eliminate double taxation at death on private company shares
By Elaine Blades and Kevin Tran |January 23, 2015
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.