Keyword: Estate planning

154 results found
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

skyline of downtown montreal

Firm aims to broaden offering with estate, trust and power of attorney services

  • By: IE Staff
  • May 6, 2019 October 17, 2019
  • 11:27
keyboard with hot key for estate planning

The provincial budget proposes to eliminate estate administration tax on estates valued under $50,000

Judge gavel, scales of justice and law books in court

Decision may encourage more frequent use of these clauses in wills, estate practitioners say

Close-up Of Businesswoman Stopping The Effect Of Domino With Hand

Advisors who ignore this emerging pool of wealth do so at their own peril