Estate Planning

Estate Planning

Advising clients with short careers

How to help ultra-high earners with short careers

By Dean DiSpalatro |October 3, 2014

9 min read

Estate Planning

Advantages of testamentary trusts

Despite proposed tax-rate changes, they’re still effective

By Margaret O’Sullivan |September 12, 2014

2 min read

Economic Indicators

Estate pitfalls for common-law partners

Not all relationships are treated equally

By Elaine Blades |September 12, 2014

5 min read

Estate Planning

Owning investments jointly with adult children

Complications abound, so be careful

By Doug Carroll |September 12, 2014

3 min read

Estate Planning

Should business owners donate through their corporations?

Let’s consider three examples to see which is better

By Jacqueline Power |September 10, 2014

4 min read

Estate Planning

Top 5 estate administration mistakes

Help executors avoid these common errors.

By Elaine Blades |September 8, 2014

6 min read

Estate Planning

Should your client incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where clients live and what they invest in.

By Stella Gasparro |September 5, 2014

3 min read

Estate Planning

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read