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Keyword: Estate planning

194 results found

Capital gains not flowed out to beneficiaries are "trapped" in the trust at death

parliament hill

Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

Law concept - Law book with a wooden judges gavel on table in a courtroom or law enforcement office

Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors

Dog in court

Core issue is ownership of the dog, which is considered property


Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances

Advisors can help clients avoid potential complications

Couple getting financial retirement advice from consultant at home

In a client scenario, an advisor fails to plan for an estate’s tax liabilities

senior couple feeding birds

Help clients prepare for a serious illness

  • By: Melissa Shin
  • September 26, 2023 September 26, 2023
  • 16:29
Businesswoman Calculating Expenses on Printed Receipts

Despite concerns about saving, only 13% of respondents recently consulted an advisor

  • By: IE Staff
  • September 19, 2023 September 19, 2023
  • 13:45
a man on a precipice

Although there are tools to help, financial advisors still say it’s best to maintain updated information