Estate planning with trusts
Help your client benefit from these important tools
Help your client benefit from these important tools
These initiatives can help clients enter the housing market
Use these tips to make the most of a donation tax credit
U.S. tax rules can lead to TFSA troubles
Rules govern coordination with other benefits, repayment
Complex families can have complex needs
Younger clients will enjoy a greater benefit from changes introduced this year
Increases to the program have been put on hold
An expert offers a sample case to help clients avoid tax pitfalls
Answer common client questions about OAS reductions
Many people who have ties to the U.K. have decided to settle in Canada.
There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement
These trusts are excepted from the new rules for testamentary trusts
Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.
Let’s consider three examples to see which is better
The principal residence exemption (PRE) creates a high degree of planning flexibility
The government introduced five positive changes to the RDSP in Budget 2012
Learn more