Estate planning

Help your client avoid losing GRE status Help your client avoid losing GRE status

Estate Planning

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

By Keith Masterman |September 7, 2021

4 min read

Richardson Wealth adds to tax and estate planning team Fallback Image Decorative pattern

Industry

Richardson Wealth adds to tax and estate planning team

The firm announced three new hires in its Western offices

By Staff |July 26, 2021

1 min read

Estate experts seek resolution on beneficiary designation issue Estate experts seek resolution on beneficiary designation issue

Estate Planning

Estate experts seek resolution on beneficiary designation issue

Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes

By Rudy Mezzetta |July 13, 2021

4 min read

Beneficiary designations affirmed in Ontario court decision Beneficiary designations affirmed in Ontario court decision

Estate Planning

Beneficiary designations affirmed in Ontario court decision

The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling

By Melissa Shin |June 29, 2021

3 min read