Estate Planning

Tips for singles to leave legacies

Most women are altruistically inclined, irrespective of economic status: A 2010 research conducted by the Women’s Philanthropy Institute at Indiana University showed single women are twice more likely to give to charity than single men.

By Kanupriya Vashisht |May 1, 2012

2 min read

Estate Planning

Estate planning enters 21st century

It is not a social media story. And yet you know the medium has come of age when your Facebook and Twitter accounts and photos are considered digital assets that must be part of your estate planning.

By Vikram Barhat |April 30, 2012

3 min read

Estate Planning

Deconstructing wealth

Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth. This harsh reality jolts many possession-rich folks when advisors tally assets against liabilities, and reach grim conclusions.

By Kanupriya Vashisht |April 16, 2012

8 min read

Estate Planning

Trust residence ruling upheld

The recent decision of the Supreme Court of Canada in the Garron Family Trust establishes rules on trust residence.

By Vikram Barhat |April 13, 2012

2 min read

Charitable tax credits flexible after death

The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was made. And, to the extent the donation tax credit is not claimed in that year, it may be carried forward and claimed in any of the donor’s five succeeding taxation years.

3 min read

Inheritance? Don’t bet on it

Much has been made of the trillion dollar wealth transfer expected to take place over the coming 20 years, as the accumulated assets of the massive boomer generation is handed down to their children. But the expectations of those heirs may be quite inflated, according to a survey by Investors Group.

By Staff |February 8, 2012

3 min read

Estate Planning

Tips for singles to leave legacies

Estate planning enters 21st century

Deconstructing wealth

Trust residence ruling upheld

Charitable tax credits flexible after death

QDOT: Estate planning for non-U.S. citizen spouse

Resources on charitable giving

To tell or not to tell

Do you know how to use in-trust accounts?

Inheritance? Don’t bet on it