Keyword: Estate planning

474 results found

Understanding the rules

Advisors are often a critically important part of divorce settlements, complementing the skills of attorneys.

When my dad died, I was lucky. I’m not saying I didn’t like the guy (I did), or that his passing significantly lined my pockets (it didn’t). I was lucky for one very specific reason: his lawyer, who’d drafted his and my mom’s will after they moved to Princeton, N.J. in 1968, was still alive. […]

In January, the Department of Finance released draft legislation that would fix three key trust-related problems planners have been struggling with.

A look at British Columbia’s Public Guardian and Trustee

Help three brothers battle legal and estate issues

Good news for clients with trusts: starting this January, they can file 10 more trust forms electronically using CRA's Internet File Transfer service.

  • By: Staff
  • January 28, 2016 August 21, 2018
  • 13:07

The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.

Women are becoming more influential when it comes to managing family businesses.

  • By: Staff
  • December 21, 2015 August 21, 2018
  • 14:30

It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.

  • By: Staff
  • December 21, 2015 August 21, 2018
  • 09:00