Estate Planning

Tax matters when your client gets hitched

Pension income amount Disability amount, and Tuition, education, and textbook amounts (to a maximum of $5,000). Strategically combining credits Some credits based on receipted payments may be combined by spouses in order to maximize their tax credit value. A tax credit is available for medical expenses above a minimum threshold which is the lesser of […]

June 3, 2008

6 min read

More Wedding Planner stories

(June 2008) Over the years, Advisor.ca has frequently covered the various financial issues surrounding marriage. Here are a few of the related stories we’ve written about in the past. Women not planning for the unexpected: Let’s face it; more men than women are responsible for the household finances. If life goes as planned, then great, […]

By Staff |June 3, 2008

2 min read