Estate Planning

Estate Planning

Ensure business owners plan ahead

Businesses are more likely to survive if owners plan ahead. This real-life story explains why.

By Jordan Gould |May 28, 2013

2 min read

Estate Planning

Use real retirement stories with clients

Real retirement savings stories may inspire your clients.

By Staff |May 27, 2013

2 min read

Estate Planning

Death and taxes: what you need to know

Understand the basic rules applicable to deceased taxpayers, estates and trusts

By Elaine Blades and Scott Cummings |May 27, 2013

6 min read

Estate Planning

Upcoming estate law changes

Recent and coming changes to national and provincial estate legislation

By James Dolan |May 24, 2013

6 min read

Estate Planning

Don’t underestimate senior clients

Retired clients are considered risk-averse, but there are always exceptions.

May 23, 2013

1 min read

Estate Planning

How to remove a trustee

The resignation, removal and substitution of trustees.

By Paul W. Taylor |May 22, 2013

4 min read

Economic Indicators

Make the most of cottage season

Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.

By Staff |May 17, 2013

2 min read

Estate Planning

Use an NPO to hold recreational property

NPOs offer a new solution to an old problem with recreational property.

By Lorne Saltman |May 17, 2013

4 min read

Estate Planning

Help special-needs clients have enough for the future

The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in a bungalow—owned by Joanne, with a tenant—but they have not prepared financially to deal with Jack’s needs when Joanne passes away.

By Doug Watt |May 17, 2013

4 min read

Estate Planning

More Canadians snapping up vacation homes

Since interest rates are so low, more Canadians are purchasing recreational property.

By Staff |May 16, 2013

3 min read

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