Estate Planning

How tax changes affect family trusts How tax changes affect family trusts

Estate Planning

How tax changes affect family trusts

Recent legislation, such as changes to the capital gains inclusion rate, could make trusts less advantageous for some clients

By Matt Trotta |September 17, 2024

4 min read

Managing digital assets in estate planning Managing digital assets in estate planning

Estate Planning

Managing digital assets in estate planning

From family photos to Netflix accounts and cryptocurrency, your clients’ digital assets require special planning — or they could be lost

By Alyssa Mitha |August 29, 2024

4 min read

CPP death benefit ripe for broader reform CPP death benefit ripe for broader reform

Estate Planning

CPP death benefit ripe for broader reform

Indexation or increase would make the amount more meaningful, industry observers say

By Michael McKiernan |August 7, 2024

5 min read

Problems with pour-over trust clauses in wills Problems with pour-over trust clauses in wills

Estate Planning

Problems with pour-over trust clauses in wills

Caution is warranted when trusts are revocable

By Alyssa Mitha |June 12, 2024

4 min read