To end the year we’re bringing you our top 3 financial terms of 2015. Beginning this week, and running through the week of December 21, we’ll post a package of material including coverage and analysis of some of the most important issues of the year.
To kick off the countdown, we give you our second runner up: Trusts.
It’s been a tough year for trusts. We’ve spilled a lot of ink here at Advisor.ca to get you up to speed on all the trust-related goodies the government’s been taking away. The rundown:
Make sure clients understand Graduated Rate Estates
New complications for trust planning
New trust rules impact U.S. citizens in Canada
Last chance for trust planning in 2015
Are Alberta trusts still worth it?
Help clients understand Qualified Disability Trusts
The trouble with new spousal trust rules
Provincial trust residency tested