Estate planning

Don’t assume your client has a will

One third (31%) of Canadians between the ages of 45 and 64 don't have a will, according to a CIBC poll conducted by Harris/Decima. And of those who do, the majority (44%) hasn’t updated it in more than five years.

May 9, 2012

3 min read

Definitions of alter-ego and joint-partner trusts

By Staff |May 1, 2012

1 min read

Estate planning enters 21st century

It is not a social media story. And yet you know the medium has come of age when your Facebook and Twitter accounts and photos are considered digital assets that must be part of your estate planning.

By Vikram Barhat |April 30, 2012

3 min read

Charitable tax credits flexible after death

The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was made. And, to the extent the donation tax credit is not claimed in that year, it may be carried forward and claimed in any of the donor’s five succeeding taxation years.

By Barry Corbin |April 1, 2012

3 min read