Estate Planning

Estate planning with TFSAs Estate planning with TFSAs

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

What your clients should know about real estate renos and repairs Fallback Image Decorative pattern

Estate Planning

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

By Vivek Bansal |May 2, 2022

4 min read

Finding missing beneficiaries Finding missing beneficiaries

Advisor's Edge

Finding missing beneficiaries

What executors need to know when a beneficiary can’t be easily identified or found

By Rudy Mezzetta |March 14, 2022

5 min read

Ontario’s estate audit rules keep executors honest Ontario’s estate audit rules keep executors honest

Advisor's Edge

Ontario’s estate audit rules keep executors honest

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

By Rudy Mezzetta |February 4, 2022

4 min read