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Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

Historic Buildings on Barrington Street between Prince Street and Sackville street in downtown Halifax

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

Multi generation black family watching sport on TV at home

What happens when parents and adult children are joint tenants?

A look at the pros and cons

Your role in intergenerational wealth transfer

An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.

New tax brackets change donation credit decision

Taxpayers subject to the new 33% tax bracket can take advantage of a new 33% non-refundable tax credit for taxation years beginning 2016.

Debt and taxes

A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and…