Estate Planning

How much should an executor be paid?

If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive

By Rudy Mezzetta |October 4, 2021

3 min read

Estate Planning

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

By Keith Masterman |September 7, 2021

4 min read

Estate Planning

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

By Vivek Bansal |July 22, 2021

3 min read

Estate Planning

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

By Wilmot George |July 19, 2021

4 min read

Estate Planning

Estate experts seek resolution on beneficiary designation issue

Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes

By Rudy Mezzetta |July 13, 2021

4 min read

Estate Planning

Beneficiary designations affirmed in Ontario court decision

The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling

By Melissa Shin |June 29, 2021

3 min read

Estate Planning

Court overturns father’s decision to disinherit daughters

Adult twins who were disinherited by their dad have been granted 70% of his estate by a B.C. judge

By Michael McKiernan |June 15, 2021

5 min read

Estate Planning

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

By Tim Brisibe |May 11, 2021

3 min read

Advisor's Edge

Ontario’s new probate process for small estates is easier

New rules may allow more executors without a legal background to apply for probate

By Rudy Mezzetta |May 11, 2021

3 min read

Advisor's Edge

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

By Curtis Davis |May 11, 2021

3 min read

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