Estate tax

5 common drafting problems with wills

More than half of Canadians do not have wills, according to estimates. And of those that do, many may be outdated or improperly drafted.

By Margaret O’Sullivan |February 6, 2014

2 min read

Tax News

The complicated landscape of U.S. estate tax

Shield clients from this liability

By David A. Altro |January 17, 2014

5 min read

Estate Planning

How best to use testamentary trusts

The government may erase the tax benefits of the trusts.

October 31, 2013

2 min read

Tax News

When non-residents own real estate

The rules could cause headaches for buyers and sellers

By Jeanne Cheng |October 16, 2013

3 min read

Estate Planning

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

By Margaret O’Sullivan |October 2, 2013

3 min read

Estate Planning

What to do when a taxpayer dies

How to prepare terminal returns

By Melissa Shin |September 17, 2013

4 min read

Estate Planning

Do clients feel guilty about inheritances?

Receiving a large, unexpected, sum of money has its advantages, but clients often have mixed feelings when that money comes in the form of an inheritance.

By Staff |July 17, 2013

2 min read

Estate Planning

Family of former Sopranos star facing estate tax nightmare

Almost $30 million of the late James Gandolfini’s $70 million estate could be subject to a massive death tax, reports the New York Daily News.

By Staff |July 15, 2013

1 min read

Estate Planning

Canadians keep executors in the family: BMO

56% of Canadians have a will in place, and 80% within this group plan to make the executor of their estates a member of their families says a new report by BMO Harris Private Banking.

By Staff |July 4, 2013

1 min read

Estate Planning

Beware the 21-year rule

Keeping the family cottage in a trust for longer creates a tax nightmare.

By Dean DiSpalatro |June 20, 2013

7 min read

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