When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.
Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.
The last thing an aging parent or relative wants is for his estate not to be passed on as intended. But if an heir is bankrupt, what happens to his inheritance?
Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.
If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.
Clients often overlook advance care planning during the estate planning process.
Most executors perform their duties with integrity and dedication.
What happens when the RESP subscriber—the person who creates and contributes to an RESP—dies before the RESP is fully paid out?
If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.
Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.