Estate Planning

4 ways to save cross-border tax

If you have clients with cross-jurisdictional tax ties, there are a few ways to lower their obligations.

By Melissa Shin |November 9, 2012

3 min read

A Jedi Master’s estate plan

Star Wars creator George Lucas recently sold his franchise to Disney in a $4.05 billion cash deal. Many estate planning experts are calling the “move worthy of a Jedi Master,” reports marketwatch.com. None of Lucas’s three adopted children wanted to take over the empire, so the strategy will save them the hassles of managing their […]

By Wire services |November 6, 2012

1 min read

Big estate? Avoid disputes

If your clients are rich, the likelihood of a will being contested grows.

By Akua Carmichael and Ian Harvey |November 2, 2012

3 min read

When to use dual wills

Many Ontario estate planners tell clients to consider drafting dual wills to reduce probate taxes.

By John Lorinc |November 1, 2012

5 min read