Estate planning

Harbourfront hires executive managing director of tax and wealth planning Harbourfront hires executive managing director of tax and wealth planning

Industry

Harbourfront hires executive managing director of tax and wealth planning

Paul Marion will develop a new tax and wealth planning framework for wealthy clients

By Staff |January 31, 2022

1 min read

CRA won’t administer proposed new trust reporting rules Fallback Image Decorative pattern

Estate Planning

CRA won’t administer proposed new trust reporting rules

Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them

By Rudy Mezzetta |January 14, 2022

3 min read

In-trust-for accounts and taxation Fallback Image Decorative pattern

Estate Planning

In-trust-for accounts and taxation

Factors to consider when setting aside funds for minors

By Rebecca Hett |December 9, 2021

5 min read

Unintended tax consequences of joint tenancy with a right of survivorship Fallback Image Decorative pattern

Estate Planning

Unintended tax consequences of joint tenancy with a right of survivorship

A client scenario with a family cottage shows the importance of planning

By Vivek Bansal |December 3, 2021

4 min read