Estate Planning

New trust reporting and disclosure rules are coming Fallback Image Decorative pattern

Advisor's Edge

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

By Margaret O’Sullivan |March 27, 2020

3 min read

Dealing with no-contest clauses Dealing with no-contest clauses

Advisor's Edge

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

By James Dolan |March 27, 2020

4 min read

Common RDSP misconceptions Common RDSP misconceptions

Estate Planning

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

By Jacqueline Power |March 3, 2020

3 min read

Second-generation income and TOSI Second-generation income and TOSI

Estate Planning

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

By Frank Di Pietro |February 7, 2020

3 min read