Estate Planning

Giving through donor-advised funds

Would-be philanthropists often find themselves confronted with a common paradox: the larger the value of their gift, the less likely they are to feel certain about the charitable beneficiaries. Often the best solution is a donor-guided “intermediate charity” such as a donor-advised fund.

By Elaine Blades and Malcolm Burrows |September 17, 2012

7 min read

Estate Planning

Insuring luxury items

Specialty insurers explain how and why to protect your luxury valuables—everything from an inherited ceramic vase to vintage movie posters

By Raf Brusilow with notes from Sheila Avari |September 12, 2012

5 min read

Estate Planning

Don’t fudge a business valuation

A full work up of a company’s worth helps owners avoid risks and penalties

By Sondra Stewart |September 10, 2012

3 min read

Estate Planning

Snowbird property holding mistake

Holding U.S. property through a corporation is no longer an effective tax strategy

By Paul Gibney and Brent Pidborochynski |September 5, 2012

3 min read

Want to beat the OAS clawback? Move south

Do you have a Canadian client who is planning to move south of the border? Then here’s some good news. He can apply for OAS in the U.S. and won’t be subject to the standard clawback thanks to the Canada-U.S. Treaty. “Sometimes people don’t apply for [OAS] after they move to the U.S. because they […]

By Suzanne Sharma |September 1, 2012

2 min read

Help clients become debt-free faster

Debt is an ongoing issue, and one that’s not restricted to any age group. A recent CIBC poll found 59% of retirees are in debt. Read: Too many boomers retire with debt Meanwhile, one-third of students are feeling anxious about their finances, says TD. And it’s no wonder. The average debt of a university student […]

By Staff |August 23, 2012

2 min read

Estate Planning

Giving through donor-advised funds

Insuring luxury items

Don’t fudge a business valuation

Snowbird property holding mistake

Want to beat the OAS clawback? Move south

Common U.S. tax troubles

How to buy art

Help clients become debt-free faster

Avoid a hostile company takeover

Estate plans are for everyone