Keyword: Estate planning

474 results found
photo of hands holding pen under document and pressing calculator buttons

Some of the most common T3 challenges executors should watch for

  • By: James Dolan
  • March 16, 2018 September 10, 2018
  • 11:01

Help your clients if they think estate plans simply involve a will

It can be difficult to minimize tax liability upon death

Bakery owners

Find out how income sprinkling measures apply to inherited property

Tax forms

What is the T3, and how does an executor file it properly?

  • By: James Dolan
  • February 17, 2018 January 5, 2024
  • 00:11

Offer this list to help grieving clients

  • By: Staff
  • February 9, 2018 August 21, 2018
  • 13:24

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

Will document

As financial circumstances change, so must wills

  • By: James Dolan
  • January 25, 2018 September 10, 2018
  • 00:08

47% of those planning to retire solo are worried they'll outlive their retirement savings. Here are some tips.

  • By: Staff
  • January 23, 2018 August 21, 2018
  • 10:05
Indian Couple Meeting With Financial Advisor At Home

More than half of Canadians (51%) say they have no last will and testament in place

  • By: Staff
  • January 23, 2018 September 10, 2018
  • 09:56