Help clients claim tax credits for charitable donations
A sample scenario illustrates the savings
A sample scenario illustrates the savings
Help your client claim these non-refundable tax credits
A sample case illustrates the impacts for the surviving spouse
Contributions and loans to a graduated rate estate can have tax consequences
Planning for foreign assets may require multiple documents
A lack of planning can impede your client’s wishes
Use these tips to protect an inheritance
A court decision in Nova Scotia has implications for estate planning
Consider these factors before establishing a Henson trust
The tax implications depend on how severance is characterized
Find out if they're right for your client
What clients must know about these unique trusts
Estate trustees are fiduciaries
Can a person acting under a PoA make gifts or change beneficiary designations?
It's important for trustees and advisors to understand the applicable investment rules for trusts.
It’s not always simple to determine a residence’s status for tax purposes
Segregated funds are often seen as useful for minimizing potential estate administration fees.
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
Many people do not realize that a trustee faces a myriad of legal and fiduciary responsibilities.