A tax tale of two benefits at death
Common disputes and how executors can avoid them
Depending on family dynamics, it's a structure that may make sense.
Beneficiaries could be hit with unexpected income inclusions
Recent case shows the consequences of not seeking advice
A reader asks, and we answer.
Trusts and total return investing in challenging times
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
Clients can use their wills to make designations
In this case, the taxpayer prevails