News and resources for Canada's top financial advisors
Estate Planning
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
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
If your clients are rich, the likelihood of a will being contested grows.
By Akua Carmichael and Ian Harvey |November 2, 2012
Many Ontario estate planners tell clients to consider drafting dual wills to reduce probate taxes.
By John Lorinc |November 1, 2012
5 min read
It’s natural for parents to worry. And, if they’re rich, they’re probably concerned about spoiling their children.
By Staff |October 30, 2012
2 min read
TD asked what retirement meant to you, and thousands answered. It’s not just about withdrawing from your occupations. It means freedom, financial security and the ability to travel, say Canadians. Read: 5 risks to retirement income “It’s important to take the time to define what retirement means for you: it helps you get started on […]
By Staff |October 23, 2012
Your clients have been approved for a mortgage, but you’re not sure they’re ready.
October 23, 2012
A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and taxes when a loved one passes.
By Tim Brisibe |October 22, 2012
Discuss emergency funds and contingency plans. Emergency funds should cover between three and six months of living expenses.
October 18, 2012
A unique income-splitting approach
By Derrick de Gannes |October 16, 2012
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