Estate Planning

How to use testamentary trusts Fallback Image Decorative pattern

Estate Planning

How to use testamentary trusts

Splitting income inside a trust trims tax for your beneficiaries

August 13, 2012

2 min read

Help clients choose settlement options Fallback Image Decorative pattern

Estate Planning

Help clients choose settlement options

An insurance policy’s fine print gives you a lot of control

August 2, 2012

2 min read

Are your clients managing the finances of others? Fallback Image Decorative pattern

Estate Planning

Are your clients managing the finances of others?

One in ten Canadians are looking after the finances of a family member or close friend, finds a CIBC poll. But 31% of those doing so have no formal or legal agreement.

By Staff |July 27, 2012

2 min read

Saving money on business succession Fallback Image Decorative pattern

Estate Planning

Saving money on business succession

Heirs can buy your business for minimal cost and you can relieve your tax burden

By Paul McLaughlin |July 26, 2012

2 min read