Keyword: Estate planning

474 results found

Exercising discretion with estate assets in trusts

  • By: James Dolan
  • February 7, 2020 February 6, 2020
  • 09:30

A recent court case illustrates the risks that come with longer lives

Be aware of the rules and considerations for a tax-deferred property transfer

Seedlings, close up

Find out the criteria for determining qualified farm property

Aging and incapacity

A survey has found 70% of Canadians prefer human advice on financial matters

DUNCAN1890 / GETTY IMAGES

From Tax Court drama to cross-border gifts, the most-read articles from our roster of tax experts are still relevant today

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00
Girl reaching for a piggy bank out of reach

Tips for dealing with estate assets in trusts

  • By: James Dolan
  • November 29, 2019 November 27, 2019
  • 12:00
Financial Advisor Assisting Senior Couple

More on pension income splitting for the year of death

Nick Shepherd / Getty Images

The pros and cons of two (or more) people managing an estate

  • By: James Dolan
  • October 25, 2019 October 25, 2019
  • 13:00
low key image of trophy over wooden table and dark background, with abstract shiny lights

The firms were honoured at an event in the U.K.

  • By: Staff
  • October 11, 2019 October 11, 2019
  • 14:12