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Keyword: Estate planning

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Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire

Willful aims to reduce the cost and time associated with creating a will

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • By: Kevin Wark
  • October 20, 2017 August 14, 2018
  • 12:35
Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • By: Kevin Wark
  • October 9, 2017 August 14, 2018
  • 18:00

Family meetings are important estate planning tools

Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer

  • By: Leah Golob
  • August 25, 2017 August 14, 2018
  • 11:30

Advisors have an obligation to inform elderly clients of the many risks with transferring an account to be held jointly to avoid probate fees

Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning

Capacity and clients: Understanding the Ontario Substitute Decisions Act

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)

Estate disputes: Protect your practice from litigation

Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)