Estate Planning

More flexibility for estate donations Fallback Image Decorative pattern

Estate Planning

More flexibility for estate donations

Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.

By Jacqueline Power |May 1, 2015

4 min read

New share donation rules could improve estate planning Fallback Image Decorative pattern

Estate Planning

New share donation rules could improve estate planning

If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.

By Melissa Shin |April 22, 2015

4 min read

Client Letter – Budget 2015, TFSA increases and more Fallback Image Decorative pattern

Economic Indicators

Client Letter – Budget 2015, TFSA increases and more

Here’s text for a client letter covering some key points from this year’s Federal budget. We hope you find it useful for sparking client conversations. Dear [Client/Prospect name], As you know, Finance Minister Joe Oliver delivered his Federal budget on April 21 in Ottawa. While you’ve probably seen plenty of media coverage, I thought you […]

By Staff |April 21, 2015

3 min read

The importance of advance care planning Fallback Image Decorative pattern

Estate Planning

The importance of advance care planning

Clients often overlook advance care planning during the estate planning process.

April 17, 2015

3 min read