Estate Planning

How is an FHSA taxed at death? How is an FHSA taxed at death?

Estate Planning

How is an FHSA taxed at death?

It’s not too early to consider the estate implications if someone dies while holding an FHSA

By Rudy Mezzetta |June 9, 2023

5 min read

Taxation of employee stock options Fallback Image Decorative pattern

Estate Planning

Taxation of employee stock options

Help your client consider tax-preferential treatment, donation of shares and AMT

By Vivek Bansal |June 6, 2023

5 min read

Understanding the CPP death benefit Fallback Image Decorative pattern

Estate Planning

Understanding the CPP death benefit

The amount has been falling in real terms

By Lea Koiv |May 12, 2023

3 min read

Digital tools make life easier for executors Digital tools make life easier for executors

Advisor's Edge

Digital tools make life easier for executors

Estate professionals are also adopting platforms to streamline the administration process

By Rudy Mezzetta |March 31, 2023

3 min read