Keyword: Estate planning

474 results found

Ottawa has fast-tracked key technical amendments involving trust and estate planning

  • By: Doug Watt
  • January 23, 2015 September 8, 2018
  • 05:59

Eliminate double taxation at death on private company shares

If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.

  • By: Katie Keir
  • January 16, 2015 August 21, 2018
  • 14:00

Help your client find his way around a poorly written trust

Jerrod and Penelope met and married when they were employees at a competitor firm. Their financial situations were similar, so they didn’t bother with a marriage contract or shareholders’ agreement.

Ontario now requires executors to explain how much they say an estate is worth.

  • By: Staff
  • January 9, 2015 August 21, 2018
  • 10:43

Fiduciary Trust Canada has hired Diane Tom as vice president of Personal Trust Services.

  • By: Staff
  • January 7, 2015 August 21, 2018
  • 10:41

It’s tough to return to work after the holidays. So read these stories when you need a break.

  • By: Staff
  • December 31, 2014 August 21, 2018
  • 06:00

In case you missed some of our posts.

  • By: Staff
  • December 18, 2014 August 21, 2018
  • 05:59

How to account for books of business in equalization calculations.