Estate tax

Implications of new probate rules in Ontario Fallback Image Decorative pattern

Estate Planning

Implications of new probate rules in Ontario

Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed an accompanying affidavit stating the valuation was correct, and that was usually that. Not any more. As of January 1, Ontario executors (known as estate trustees) must file an Estate […]

By James Dolan |October 9, 2015

4 min read

Prepare your clients with these inheritance horror stories Fallback Image Decorative pattern

Estate Planning

Prepare your clients with these inheritance horror stories

If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.

By Staff |March 13, 2015

1 min read

Should you be a client’s executor? Fallback Image Decorative pattern

Estate Planning

Should you be a client’s executor?

Compliance Roundup

March 6, 2015

4 min read

Case study: Estate freeze trims entrepreneur’s tax bill Fallback Image Decorative pattern

Estate Planning

Case study: Estate freeze trims entrepreneur’s tax bill

There’s a thin line between maximizing tax efficiency and being offside with CRA.

By Dean DiSpalatro |February 6, 2015

5 min read