Are your clients investing with their legacy in mind?
What kind of legacy will you leave behind? How will you be remembered?
What kind of legacy will you leave behind? How will you be remembered?
Jean Turcotte - Director, Tax, Wealth and Insurance Planning Group with Sun Life, has some advice on how to practically assist Clients who are going…
In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.
In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.
A look at the options you can suggest to clients to ensure a smooth transfer of wealth
Have you reviewed your clients’ wills, beneficiaries, insurance and assets? Find out if it’s time for an estate planning checkup.
Reducing taxes can go a long way in helping your clients save for retirement.
See how an estate plan — including some key financial products — can help reduce the emotional and financial costs of settling an estate.
Is foreign property still as financially attractive as it was in the past? Read about the current trends and implications of owning U.S. property.
When someone dies, all or a large part of their registered plans could be taxed at the maximum marginal rate. Here are 4 ways you…
According to Scouts Canada, the motto “be prepared” means that a scout must prepare by thinking about and practising how to act in any accident…
How trusts can help — and hinder — clients’ plans to minimize probate fees.
Gifting property can help clients minimize probate fees – but caution is key.
Do you have clients asking about ways to minimize probate fees? There’s a lot to know, starting with the basics.
Creating and administering an irrevocable life insurance trust is complicated. But for U.S. citizens who live in Canada, the potential tax benefits can be well…
Stuart Dollar, Director, Tax and Insurance Planning at Sun Life Financial looks at 2 lesser-known solutions for managing a financial inheritance.
Find out if your clients are affected by the 1% U.S. premium excise tax. It’s been largely ignored for many years, but could see greater…
Uncover 3 solutions to help clients structure a charitable donation and get the passive income they need in retirement.
The capital dividend account allows for tax-free dividend payments from a private corporation to an individual.
Consumer debt in Canada stands at $574 billion, and debt reduction remains Canadians’ top financial priority. The trouble is, when you have debt, saving for…
If you have clients planning to leave gifts or assets to heirs in the U.S., help prevent them and their heirs from getting snared in…
It’s not uncommon for Canadians living or working in the U.S. to own U.S.-based individual retirement accounts (IRAs) or qualified retirement plans such as 401(k)…
Need-to-know information for Canadians with IRAs and 401(k) plans.
Do you have clients looking to donate to a favourite charity, for the first time or through their legacy? Either way, there are considerable tax…
How will new tax rules affect your clients?