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Keyword: Estate planning

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woman with umbrellas protecting money

Proposal would give executors more time to implement loss carryback strategy

Judge looks at papers

Both sides appealed rulings involving rep inheriting client's estate

Rock bass biting a lure

Financial advisors can address property challenges, encourage clarity in wills

Downtown Toronto Financial District Skyscrapers stock photo

Asset quality, capital expected to remain strong

Canadian Parliament in Ottawa

A look at the status of major tax proposals from the Trudeau government

House of commons

Budget implementation bills C-59 and C-69 received royal assent late Thursday

Judge looks at papers

Gift to son denied, as it wasn't specifically set out in POA

Hand stopping dominos

Agent deemed unsuitable after deceiving regulators about continuing education

Case illustrates the risks of appointing multiple executors

donation tax credit

Changes to capital gains inclusion rate, AMT require updated strategy