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Keyword: Estate planning

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last will and testament waiting to be filled and signed

Rule change comes in response to Covid-19

  • By: IE Staff
  • April 8, 2020 April 8, 2020
  • 16:20
mature woman with tablet

The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan

Mature friends cooking, drinking good wine

Personal advice beats out search engines when it comes to major life events, according to a survey

last will and testament waiting to be filled and signed

Ontario government has lowered probate fees and extended the filing deadline for estate information returns

keyboard with hot key for estate planning

In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made

  • By: Leah Golob
  • November 1, 2019 November 6, 2019
  • 00:14
United States Capitol, Washington DC

The exemption threshold has doubled, but paperwork is still required

41791403 - red carpet event with spotlights award ceremonypremiere

O’Sullivan Estate Lawyers, RBC Wealth Management both honoured

  • By: IE Staff
  • October 11, 2019 November 12, 2019
  • 14:08
Labrador retriever with leash is waiting for walk.

Pet owners are showing more interest in making provisions for their furry friends

last will and testament waiting to be filled and signed

IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary

tax calculator with red button

Reps of the government agency fielded queries about taxation and cross-border issues at STEP roundtable