Estate planning for farmer clients
Estate planning techniques to consider
That desire to have it all is probably no surprise, but other survey findings might be.
Transferring a practice is often the largest business deal a financial advisor will oversee.
Only if prepared correctly
If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.
Help your business-owning clients find the right tax plan
Tips to ensure a smooth succession
Understand fair market value and CRA rules
It's important for trustees and advisors to understand the applicable investment rules for trusts.