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Keyword: Estate planning

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Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

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Help clients appoint a guardian for minor children

How the process works

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How an executor can handle real estate assets

Common pitfalls when caring for a property

  • By: James Dolan
  • November 14, 2017 September 10, 2018
  • 14:15
Indecisive and lost man chooses the right path

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

Wooden dock with chair on calm fall lake

How to plan for cottage succession

Options for ownership

Corporate executive in a modern architectural setting looking confidently out of high rise windows

When to hire a professional executor

Find out

  • By: James Dolan
  • October 13, 2017 September 10, 2018
  • 00:04
Wooden dock with chair on calm fall lake

Consider these issues when planning cottage succession

Personal, tax and family law issues to tackle

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Urgent: Talk to business clients ahead of income sprinkling measures

Consequences of Finance's proposed tax measures

Mother and Daughter Florists

How proposed tax changes target income sprinkling

Case study shows how your client might pay more tax

How gifts and inheritances are shared between spouses

Timing is key