Keyword: Estate planning

192 results found
wealth transfer

Consider this strategy for business-owner clients who have whole life insurance

Ontario Legislative Building at Queens Park in Toronto Ontario

Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent

keyboard with hot key for estate planning

The web-based platform was previously available only in Ontario and Quebec

  • By: IE Staff
  • April 22, 2021 April 22, 2021
  • 15:23
metal scales of justice in court room

Most Canadian provinces already grant this power to the courts, but some estate experts argue changing the law could lead to unintended consequences

Ontario Legislative Building at Queens Park in Toronto Ontario

Ontario raised preferential share to $350,000 as of Mar. 1

estate planning

There are many online tools, but which ones are best suited to you and your clients?

Ontario Legislative Building at Queens Park in Toronto Ontario

Bill 245 would also make virtual will witnessing permanent

last will and testament waiting to be filled and signed

Small estates can access a simplified probate process

ice freeze

As a business’s value drops, opportunity arises

senior woman reading document

While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless