Estate tax

Estate Planning

Death and taxes: what you need to know

Understand the basic rules applicable to deceased taxpayers, estates and trusts

By Elaine Blades and Scott Cummings |May 27, 2013

6 min read

Estate Planning

Upcoming estate law changes

Recent and coming changes to national and provincial estate legislation

By James Dolan |May 24, 2013

6 min read

Economic Indicators

Make the most of cottage season

Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.

By Staff |May 17, 2013

2 min read

Industry

Should snowbirds live in the U.S.?

The U.S. wants Canadian snowbirds to stay south of the border.

By Terry F. Ritchie |May 15, 2013

5 min read

Estate Planning

When clients inherit foreign property

Heather’s parents left her vacation properties at ski resorts in Utah and Switzerland. Should she keep them, or sell?

By Dean DiSpalatro |April 9, 2013

4 min read

Industry

Your client may be a U.S. citizen — and not know it

A blog post on the O’Sullivan Estate Lawyers website explains some Canadians are U.S. citizens – and don't even know it.

By Staff |March 21, 2013

1 min read

Estate Planning

Michael Jackson estate battle continues

The estate of Michael Jackson is taking the IRS to court to dispute a tax bill.

By Staff |February 10, 2013

2 min read

Estate Planning

Estate planning articles to share with clients

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]

By Staff |January 22, 2013

1 min read

Estate Planning

What the cliff act means for estate taxes

The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.

By Terry F. Ritchie |January 9, 2013

3 min read

Industry

New estate tax rules in Ontario

Recent revisions to the Estate Administration Tax Act (Ontario), under which the Province charges tax of approximately 1.5% of the value of an estate when a will is probated by the court (colloquially “probate fees”), should be of concern to everyone because of the new reporting, enforcement and penalty provisions in the Act, explains Susannah B. Roth of O’Sullivan Estate Lawyers.

By Staff |December 7, 2012

3 min read

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