Estate Planning

6 ways to trim a tax bill

Several provinces are cash-strapped, and are looking to collect more tax. Here are some tax considerations that could save your clients thousands. Discuss each as part of your year-end planning meeting.

By Francys Brown |October 15, 2012

4 min read

Estate Planning

When are trusts better than wills?

For clients older than 65, some trusts can help with succession planning.

By Margaret O’Sullivan |October 3, 2012

2 min read

Estate Planning

Get them on board

Portfolios may still be bruised, but the rising tide of boomers means it’s time to talk retirement.

By Christopher Mason |October 2, 2012

3 min read

Estate Planning

Lunchtime takeaway: How long will you live?

Life expectancy for Canadians varies regionally.

By Staff |September 27, 2012

1 min read

Estate Planning

Are your clients’ kids snobs?

Raising kids and grandkids without a sense of entitlement.

By Stephanie Bot |September 26, 2012

3 min read

Estate Planning

Transferring estate freeze assets

Pros and cons of transferring company shares.

By Caroline Rheaume |September 25, 2012

3 min read

Estate Planning

Passing down patents

Assets such as trademarks and patents can hold considerable value. Protecting your ownership of intellectual property can ensure your successor’s competitive edge.

By Patricia Harris |September 24, 2012

2 min read

Estate Planning

Baby boomers don’t want modest retirements

Over half of baby boomers (57%) would rather work longer so they can maintain their current lifestyles as they enter retirement, finds a CIBC poll. Further, 24% plan to carry debt into retirement. Of those, 80% will carry debt throughout their entire retirement. This suggests they have no immediate plans to pay it off, and […]

By Staff |September 21, 2012

2 min read

Estate Planning

Why retirement’s now a moving target

There was a time when age 65 symbolized the finish line for one’s working life. A point where people dropped out of the rat race, traded their Oxfords for slides, and looked forward to engaging in leisure pursuits. But changes to CPP and OAS pension deadlines for late Boomers and early Generation X-ers is altering […]

By Staff |September 18, 2012

1 min read

Estate Planning

Avoid surprises

Executors should tell charities about any gifts or bequests.

By Daniel J. Dochylo |September 18, 2012

8 min read

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