How to handle a request to encroach on capital
Tips for dealing with estate assets in trusts
- By: James Dolan
- November 29, 2019 November 27, 2019
- 12:00
Tips for dealing with estate assets in trusts
The answer is not simple, and business-owner clients will need advice
Help your client with timely tax-efficient planning
More on pension income splitting for the year of death
If your business-owner client uses these trusts, special planning is required
The pros and cons of two (or more) people managing an estate
Complex families can have complex needs
Both parties say they’ll help voters pay for improvements to their homes
Executors may have to balance conflicting interests
Legislation affects disclosures on trusts, real estate and corporations
A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients
A court decision in Nova Scotia has implications for estate planning
Advisors’ influence on family unity is growing
The former rep was also a beneficiary of a client's estate and accepted her Air Miles
What clients need to know about reporting transactions
Executors must balance responsibilities to tenants and beneficiaries
Interest income versus the dividend tax credit
Consider these plan funding details for a hypothetical medco
Consider these factors before establishing a Henson trust
A strategy for business-owner clients to mitigate double taxation at death
Help your client’s family by understanding the tax rules
The provincial budget also said the government would extend the deadline for filing estate returns
Settling different types of property
Dividing assets and navigating tax credits
The DB provision will always provide a larger benefit than the DC provision