Estate Planning

Estate Planning

Tax break today, legacy tomorrow

Make the most of the Ecological Gifts Program.

By Natasha van Bentum |November 17, 2014

6 min read

Estate Planning

Get repaid for funding a child’s education

Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.

By Evelyn Juan |November 14, 2014

4 min read

Estate Planning

Rules for donating art

Rules for donating art are strict, but the tax benefits can be beautiful

By Jessica Bruno |November 14, 2014

9 min read

Estate Planning

Advisor Confidential | Madeline Woodhead

Title: Wealth Advisor, Forrest-Wood Private Wealth Management, ScotiaMcLeod

By Kanupriya Vashisht |November 14, 2014

2 min read

Estate Planning

4 tax tips for clients who own U.S. property

Warn clients that owning property located beyond Canadian borders doesn't mean it's outside CRA's grasp.

By Staff |October 28, 2014

2 min read

Estate Planning

One way to protect the matrimonial home

Matrimonial homes are subject to special rules regarding equalizing family property.

By Margaret O’Sullivan |October 21, 2014

3 min read

Estate Planning

Take this estate planning quiz

Test your knowledge of wills, trusts and estates.

By Elaine Blades |October 20, 2014

5 min read

Estate Planning

Using multiple wills for probate planning

Don’t go overboard

By Darren G. Lund |October 14, 2014

4 min read

Estate Planning

A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ would affect his ability to purchase life insurance in the future. At the time, it seemed like an academic question and the client didn’t offer any explanations.

By David Wm. Brown |October 6, 2014

3 min read

Estate Planning

Wealthy and famous? Beware marriage blunders

Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.

October 3, 2014

5 min read

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