Estate Planning

QDOT: Estate planning for non-U.S. citizen spouse

In Canada as in the United States, the transfer of property from one spouse to the other at death is typically not subject to taxation. The tax rules differ between countries however.

By Francois Bernier |March 28, 2012

5 min read

Estate Planning

Resources on charitable giving

If your clients are interested in philanthropy, these resources will help you help them.

By Christopher Mason |March 9, 2012

1 min read

Estate Planning

To tell or not to tell

Should parents let children know they’re in the will?

By Elaine Blades |March 1, 2012

7 min read

Estate Planning

Do you know how to use in-trust accounts?

Points to think about when discussing ITFs with your clients

By Carol Bezaire |February 13, 2012

5 min read

Inheritance? Don’t bet on it

Much has been made of the trillion dollar wealth transfer expected to take place over the coming 20 years, as the accumulated assets of the massive boomer generation is handed down to their children. But the expectations of those heirs may be quite inflated, according to a survey by Investors Group.

By Staff |February 8, 2012

3 min read

Should your client dodge probate?

Probate-related questions are among the most common questions heard during estate planning discussions. What is probate? Can it be avoided? Should it be avoided? As an advisor, it’s important to be able to answer those questions.

By Floyd Gradley |January 3, 2012

6 min read

More than an honour

For most Canadians who have prepared a will, the executor was one of the least considered parts of the plan. The vast majority of testators pick a family member or friend, even if this isn’t the wisest choice.

By Elaine Blades |January 1, 2012

6 min read

Estate planning checklist

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex issues (such as foreign beneficiaries) or multi-faceted relationships (such as blended families).

By Mike George |January 1, 2012

5 min read

Estate Planning

QDOT: Estate planning for non-U.S. citizen spouse

Resources on charitable giving

To tell or not to tell

Do you know how to use in-trust accounts?

Inheritance? Don’t bet on it

Guided giving

Avoiding probate court

Should your client dodge probate?

More than an honour

Estate planning checklist