Estate tax

Appeal court upholds estate trustee’s powers Appeal court upholds estate trustee’s powers

Regulation

Appeal court upholds estate trustee’s powers

Stay denied in case where trustee to sell estate’s farms to meet large tax bill

By James Langton |July 31, 2025

3 min read

Ontario amends estate forms, again, to clarify instructions Ontario amends estate forms, again, to clarify instructions

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

Estate planning with TFSAs Estate planning with TFSAs

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Ontario’s estate audit rules keep executors honest Ontario’s estate audit rules keep executors honest

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