Financial Planning

Estate planning in a shifting landscape

Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, explains important estate planning changes impacting trusts, longevity planning and tax structures. Photo copyright: sarosa/123RF.

In this Special Feature

  • Help for aging property owners

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts. Part seven of a seven-part series, “Estate planning in a shifting landscape.”

  • Retirement income planning for longevity risk

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, explains the discussions you need to have with clients to protect them from longevity risk. Part six of a seven-part series, “Estate planning in a shifting landscape.”

  • Life insurance tax changes: Winners, losers and what advisors need to know

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, outlines the impact of recent tax changes to life insurance. Part five of a seven-part series, “Estate planning in a shifting landscape.”

  • Benefits of life interest trusts for HNW clients

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, explains how to use life interest trusts in planning for high net-worth clients. Part four of a seven-part series, “Estate planning in a shifting landscape.”

  • Navigating changes to testamentary trusts

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, explains how to navigate the 2016 tax changes to testamentary trusts. Part three of a seven-part series, “Estate planning in a shifting landscape.”

  • Changes coming to passive investment rules?

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, outlines how proposed federal tax changes to passive investments in private corporations would work. Part two of a seven-part series, “Estate planning in a shifting landscape.”

  • Breaking down Ottawa’s proposed tax changes

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains. Part one of a seven-part series, “Estate planning in a shifting landscape.”