Estate Planning

Estate Planning

5 steps to estate success

Failure to plan means headaches for clients and advisors

By Elaine Blades |February 14, 2014

4 min read

Estate Planning

Tax changes may hurt disabled Canadians

The government’s quashed graduated rates for testamentary trusts after three years for all but disabled beneficiaries. But that exception may not be enough.

By Melissa Shin |February 13, 2014

2 min read

Estate Planning

Budget gives executors wiggle room

Budget 2014 has made it easier to get the maximum benefit from donations made by will.

By Dean DiSpalatro |February 13, 2014

3 min read

Estate Planning

5 reasons to use an advisor when selling a business

Even though the entrepreneurs may realize they’re neither properly equipped nor sufficiently knowledgeable to do deals properly, they don’t want to pay for advice and don’t realize what’s involved with such a transaction.

By Mark Groulx |February 11, 2014

4 min read

Estate Planning

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S. domiciled estate. It’s complicated. And what executors don’t know about U.S. reporting regulations and tax laws can hurt them.

By James Dolan |February 7, 2014

3 min read

Estate Planning

5 common drafting problems with wills

More than half of Canadians do not have wills, according to estimates. And of those that do, many may be outdated or improperly drafted.

By Margaret O’Sullivan |February 6, 2014

2 min read

Estate Planning

Who will buy my company?

There are three kinds of buyers who will be interested in your company.

By Mark Groulx |January 28, 2014

3 min read

Estate Planning

Preventing POA abuses

When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.

By Risha Gotlieb |January 27, 2014

4 min read