Tim Brisibe – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 11 Jul 2023 16:43:45 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Tim Brisibe – Advisor's Edge https://phoenix.advisor.ca 32 32 Non-resident executors and posting bond https://phoenix.advisor.ca/tax/estate-planning/non-resident-executors-and-posting-bond/ Tue, 11 May 2021 16:00:14 +0000 https://www.advisor.ca/?p=194910 Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

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]]> Using the principal residence exemption when transitioning to retirement living https://phoenix.advisor.ca/columnists_/tim-brisibe/using-the-principal-residence-exemption-when-transitioning-to-retirement-living/ Thu, 26 Jul 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/using-the-principal-residence-exemption-when-transitioning-to-retirement-living/ Know the tax implications when moving into care

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]]> The perils of will kits in estate planning https://phoenix.advisor.ca/columnists_/tim-brisibe/the-perils-of-will-kits-in-estate-planning/ Fri, 09 Feb 2018 13:00:28 +0000 https://avatar.advisor.ca/uncategorized/the-perils-of-will-kits-in-estate-planning/ A will kit might be free or inexpensive, but it might not be valid

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]]> What happens when parents and adult children are joint tenants? https://phoenix.advisor.ca/columnists_/tim-brisibe/what-happens-when-parents-and-adult-children-are-joint-tenants/ Tue, 18 Jul 2017 12:00:39 +0000 https://avatar.advisor.ca/uncategorized/what-happens-when-parents-and-adult-children-are-joint-tenants/ A look at the pros and cons

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]]> Your role in intergenerational wealth transfer https://phoenix.advisor.ca/columnists_/tim-brisibe/your-role-in-intergenerational-wealth-transfer/ Mon, 04 Jul 2016 09:01:53 +0000 https://avatar.advisor.ca/uncategorized/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.

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]]> New tax brackets change donation credit decision https://phoenix.advisor.ca/columnists_/tim-brisibe/new-tax-brackets-change-donation-credit-decision/ Fri, 22 Jan 2016 16:01:22 +0000 https://avatar.advisor.ca/uncategorized/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.

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]]> Debt and taxes https://phoenix.advisor.ca/columnists_/tim-brisibe/debt-and-taxes/ Mon, 22 Oct 2012 05:59:37 +0000 https://avatar.advisor.ca/uncategorized/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 taxes when a loved one passes.

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