Tax and estate planning – Advisor's Edge

Are your clients investing with their legacy in mind?

Hiral Mehta — Tue, 03 Sep 2019 11:00:29 +0000

What kind of legacy will you leave behind? How will you be remembered?

The post Are your clients investing with their legacy in mind? appeared first on Advisor's Edge.

Five financial and tax considerations for a divorce or dissolution of a common law relationship

Hiral Mehta — Mon, 15 Apr 2019 11:00:26 +0000

Jean Turcotte - Director, Tax, Wealth and Insurance Planning Group with Sun Life, has some advice on how to practically assist Clients who are going through a divorce or dissolution of a common law relationship.

The post Five financial and tax considerations for a divorce or dissolution of a common law relationship appeared first on Advisor's Edge.

Minimizing tax at death on RRSP – Part 2

Hiral Mehta — Wed, 06 Feb 2019 05:05:18 +0000

In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.

The post Minimizing tax at death on RRSP – Part 2 appeared first on Advisor's Edge.

Minimizing tax at death on RRSP – Part 1

Hiral Mehta — Wed, 09 Jan 2019 05:15:22 +0000

In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.

The post Minimizing tax at death on RRSP – Part 1 appeared first on Advisor's Edge.

Persons with disabilities: strategies for optimizing wealth transfers

Hiral Mehta — Wed, 09 Jan 2019 05:10:59 +0000

A look at the options you can suggest to clients to ensure a smooth transfer of wealth

The post Persons with disabilities: strategies for optimizing wealth transfers appeared first on Advisor's Edge.

5 tips to get clients’ estate plans in order

Hiral Mehta — Mon, 05 Nov 2018 05:05:02 +0000

Have you reviewed your clients’ wills, beneficiaries, insurance and assets? Find out if it’s time for an estate planning checkup.

The post 5 tips to get clients’ estate plans in order appeared first on Advisor's Edge.

8 ways to help lower clients’ taxes (and boost their retirement savings)

Hiral Mehta — Wed, 10 Oct 2018 04:05:09 +0000

Reducing taxes can go a long way in helping your clients save for retirement.

The post 8 ways to help lower clients’ taxes (and boost their retirement savings) appeared first on Advisor's Edge.

When estate settlement costs your clients more than money

Jean-Marc Jutras — Mon, 31 Jul 2017 04:00:00 +0000

See how an estate plan — including some key financial products — can help reduce the emotional and financial costs of settling an estate.

The post When estate settlement costs your clients more than money appeared first on Advisor's Edge.

Clients with foreign property? What you need to know

Jean-Marc Jutras — Fri, 30 Jun 2017 08:14:44 +0000

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.

The post Clients with foreign property? What you need to know appeared first on Advisor's Edge.

RRSPS can be taxed at death—but they don’t have to be

Jean-Marc Jutras — Mon, 01 May 2017 04:00:00 +0000

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 can help clients and their heirs minimize their taxable income.

The post RRSPS can be taxed at death—but they don’t have to be appeared first on Advisor's Edge.