Estate tax

Estate Planning

Clients buying U.S. property? Consider trusts

Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.

By Margaret O’Sullivan |December 1, 2014

2 min read

Tax News

Possible U.S. tax changes for snowbirds

Now that Republicans have control of the Senate, things may change.

By Terry F. Ritchie |November 6, 2014

3 min read

Estate Planning

Take this estate planning quiz

Test your knowledge of wills, trusts and estates.

By Elaine Blades |October 20, 2014

5 min read

Estate Planning

Top 5 estate administration mistakes

Help executors avoid these common errors.

By Elaine Blades |September 8, 2014

6 min read

Estate Planning

Should your client incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where clients live and what they invest in.

By Stella Gasparro |September 5, 2014

3 min read

Estate Planning

How the Clintons use trusts to cut tax

Publicly, Bill and Hillary Clinton have championed an estate tax, notes Bloomberg, on the grounds that it would help keep the country from being controlled by wealthy families. “That doesn’t mean they want to pay it,” notes the report.

By Staff |June 20, 2014

1 min read

Industry

Avoid celebrity estate mistakes

Celebrities may have large bank accounts, but sometimes they fail to put adequate estate plans in place.

By Staff |June 20, 2014

1 min read

Tax News

U.S. expats can’t avoid cross-border tax

More than 1,000 Americans chose to renounce their citizenships between January and March 31, according to the IRS.

By Jessica Bruno |June 19, 2014

2 min read

Estate Planning

Don’t delay planning

Clients should simultaneously grow estates and outline wealth transfers

June 16, 2014

7 min read

Industry

Most don’t do enough estate planning

Many Canadians aged 65 or older want to leave as much of their estate as possible to their family or charitable causes, but only 40% feel "very well prepared" when it comes to making sure that will happen.

By Staff |June 3, 2014

1 min read

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