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Buying U.S. vacation property

As pleasant as the dream of ownership sounds, the reality of buying property in the U.S. is a little more complicated, particularly for non-citizens.

What snowbirds need to know about U.S. tax

Here are some tax rules and regulations snowbirds need to know.

Medical insurance for snowbirds

“Do I need additional medical insurance while I’m in the U.S.?” It’s one of the most frequently asked questions of snowbirds — and an important…

Popular snowbird destinations

Here’s a brief run-down of some of the more popular destinations for Canadian snowbirds.

Getting the car to your snowbird destination

Driving down to your snowbird destination can be an interesting way to see more of the world. But after you’ve done it once or twice,…

Planner: FAQ about the snowbird life

Here are some frequently asked question about the snowbird life.

  • January 2, 2015 January 2, 2015
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Conversation Starter – Should you rent or own?

Call it the snowbird’s dilemma: should you rent a vacation property, or should you purchase one instead? These questions can help you settle on an…

  • January 2, 2015 January 2, 2015
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Is it time to think about charitable giving?

Some people think about charitable giving routinely. For many others, however, the topic only comes up when something significant happens in their lives.

  • By: Staff
  • December 2, 2014 August 1, 2018
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Finding the right charity

If you’re serious about giving, then you should be equally serious about which organizations you give to.

  • By: Staff
  • December 2, 2014 August 1, 2018
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All about foundations

One of the most innovative, flexible, and efficient ways to give back is by establishing a charitable foundation – either through your will or while…

  • By: Staff
  • December 2, 2014 August 1, 2018
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6 questions to ask yourself about charitable giving

Canadians are a generous bunch. The latest available StatsCan data shows 84% of those aged 15 and over have donated to charities.

  • By: Staff
  • December 2, 2014 August 1, 2018
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Can you take a working tax holiday? Part 1

Working abroad can provide both career building and adventure. But Canadians moving to certain exotic locales can also take a tax holiday.

Alzheimer’s and your finances

Common signs of diminished capacity and tips for advance planning

Planner: Charitable giving options

Here are some ways to help clients connect the dots about different approaches to charitable giving.

  • November 25, 2014 November 25, 2014
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Presentation: Donor-advised funds

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Donor Advised Funds.…

  • November 25, 2014 November 25, 2014
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Presentation: Charitable foundations

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Charitable Foundations. The…

  • November 25, 2014 November 25, 2014
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Client email – Follow up on charitable giving discussion

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

  • November 24, 2014 November 24, 2014
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Don’t do DIY wills

To avoid unwanted stress on your family after your passing, you must have a will in place before you die or become mentally incapacitated. But…

  • By: Staff
  • November 18, 2014 August 1, 2018
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No will, many obstacles

The financial issues associated with dying without a will begin almost immediately.

  • By: Staff
  • November 18, 2014 August 1, 2018
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Conversation Starter – Don’t Do DIY Wills

Ask your client, “When was the last time you reviewed your will?”

  • November 18, 2014 November 18, 2014
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Worksheet: Factor tax in real estate investing

Tax is a big concern when investing directly in residential or commercial properties. Rates can vary considerably depending on property type and location, so be…

  • November 12, 2014 November 12, 2014
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Disinherit the black sheep

You've decided to disinherit a family member. How you go about it depends on which province you're in.

  • By: Staff
  • November 12, 2014 August 1, 2018
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When a dependant trumps a named beneficiary

A dependant of a deceased person may be able to access insurance proceeds that have been paid outside of an estate.

  • November 12, 2014 September 10, 2018
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What it costs to have kids who play hockey

Learn if putting your kids in hockey is worth the investment.

Action Idea – Still a good idea to buy American

Need to get your client thinking more about buying American? Try this tip.

  • November 12, 2014 November 12, 2014
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