Estate planning

Tax Strategies

Estate planning with trusts

Help your client benefit from these important tools

By Jacqueline Power |August 12, 2022

4 min read

Estate Planning

Disinherited children win big in Alberta and B.C. courts

Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests

By Michael McKiernan |August 11, 2022

3 min read

Estate Planning

Ontario amends estate forms, again, to clarify instructions

The province aims to streamline probate applications and speed the court review process

By Rudy Mezzetta |July 13, 2022

3 min read

Industry

CIBC partners with online will platform

Willful will be promoted to personal banking customers

By Staff |July 5, 2022

1 min read

Advisor's Edge

Breaking down the ‘executor’s year’

Some beneficiaries are entitled to interest on their inheritance starting one year after death

By Rudy Mezzetta |May 9, 2022

3 min read

Tax Strategies

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

By Wilmot George |March 30, 2022

5 min read

Advisor's Edge

Finding missing beneficiaries

What executors need to know when a beneficiary can’t be easily identified or found

By Rudy Mezzetta |March 14, 2022

5 min read

Economic Indicators

Killer’s daughter to share victim’s estate

B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate

By Staff |February 9, 2022

2 min read

Tax News

Feds release draft legislation on trust reporting, ETF taxation

Draft legislation also seeks to implement a raft of proposals from Budget 2021

By Rudy Mezzetta |February 7, 2022

3 min read

Advisor's Edge

Ontario’s estate audit rules keep executors honest

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

By Rudy Mezzetta |February 4, 2022

4 min read

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