Kickstarting the donation discussion with clients can be difficult, so here's 10 situations that might spur clients to give.
Changes in capital market returns and annuity purchase prices are affecting retirement age of Canadian workers.
President Obama’s re-election may mean higher taxes for Americans in Canada and Canadians with American property. Why?
If your client’s wife only left him a quarter of her estate, and little or no life insurance or other benefits on her death, he may be entitled to more.
joint tenancies and simple wills can have expensive consequences
What Fundy Settlement v. The Queen means for your clients.
If you have clients with cross-jurisdictional tax ties, there are a few ways to lower their obligations.
Star Wars creator George Lucas recently sold his franchise to Disney in a $4.05 billion cash deal. Many estate planning experts are calling the “move worthy of a Jedi Master,” reports marketwatch.com. None of Lucas’s three adopted children wanted to take over the empire, so the strategy will save them the hassles of managing their […]
If your clients are rich, the likelihood of a will being contested grows.
Many Ontario estate planners tell clients to consider drafting dual wills to reduce probate taxes.