Trusts

Estate Planning

3 tricky trust rules

One misstep can mean a big tax bill or thwarted intentions

By Elaine Blades |May 16, 2014

5 min read

Estate Planning

The changing landscape of testamentary trusts

Budget 2014 announced several structural adjustments

By Darren G. Lund |May 16, 2014

5 min read

Tax News

Avoid the (new) Kiddie Tax

Budget 2014 expanded the Kiddie Tax, making it more challenging to split business income with minor children. The new rules apply to the 2014 taxation year onward.

By Stella Gasparro |April 4, 2014

3 min read

Estate Planning

How to buy U.S. real estate

Prepare clients for all costs of owning, renting or selling property.

By Suzanne Yar Khan |March 7, 2014

7 min read

Estate Planning

Client collapses trust to fund daughter’s education

Elsa Koertig, 48, is a single mom and schoolteacher in Moose Jaw, Sask. She earns $65,000 annually and her daughter Ingrid is heading to university. Ingrid’s straight As and clean sweep of provincial and national science fairs caught the attention of Ivy League schools, and her heart’s set on Princeton. She’s earned generous scholarships, but even after factoring in RESPs, the family faces a $10,000 annual shortfall. Elsa’s coming off a messy divorce and is saddled with mortgage, car and other debt payments. But if she could access the $100,000 stock-and-bond portfolio her deceased parents left her in trust, she’d be able to send Ingrid to Princeton. Elsa’s foggy on the details. She knows how much is in the trust, and remembers her parents saying they wanted it to fund her retirement. Can she tap the trust sooner?

By Dean DiSpalatro |March 7, 2014

4 min read

Tax News

Harness the Capital Dividend Acount

The CDA is a powerful tax-planning tool

By Stella Gasparro |March 7, 2014

3 min read

Industry

No more immigration trusts? No problem

Even though Canadian newcomers will no longer get a 60-month tax exemption for foreign assets, experts agree the issue is being blown out of proportion.

By Suzanne Sharma |February 13, 2014

2 min read

Estate Planning

Working through disabilities

How to safeguard inheritance

By Suzanne Yar Khan |January 17, 2014

5 min read

Estate Planning

Mint chair helped run alleged tax scheme

Jim Love, the chair of the Royal Canadian Mint helped arrange the transfer of millions of dollars from the descendents of a former prime minister to offshore tax havens, CBC reports.

By Staff |November 27, 2013

1 min read

Economic Indicators

Help clients plan for their final days

Doctors should do everything possible to keep a patient alive, no matter the medical circumstances, say growing numbers of Americans.

By Staff |November 22, 2013

1 min read

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