Estate planning

Should clients use trust protectors? Fallback Image Decorative pattern

Industry

Should clients use trust protectors?

The use of protectors isn't common in Canada. So, in most cases, our tax laws don't currently address how they should be used.

June 19, 2015

3 min read

How new EU rules for cross-border estates impact Canadians Fallback Image Decorative pattern

Estate Planning

How new EU rules for cross-border estates impact Canadians

The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.

By Margaret O’Sullivan |June 10, 2015

4 min read

What happens when an RRSP annuitant dies Fallback Image Decorative pattern

Estate Planning

What happens when an RRSP annuitant dies

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

By Wilmot George |May 26, 2015

4 min read

TFSA designations may cause estate problems Fallback Image Decorative pattern

Estate Planning

TFSA designations may cause estate problems

Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.

By Amin Mawani |May 14, 2015

4 min read