Most people are familiar with the term “executor”1 and generally understand it refers to a person responsible for administering a deceased individual’s estate
Canada is the only G7 nation without an estate or inheritance tax, but the government still collects tax on Canadians’ estate assets, often at the top marginal
A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charity on death. Now, let’s
Tax season is approaching, which means looking for credits and deductions to pay less tax wherever possible. However, other opportunities are available to save
With the winter holidays, many media campaigns are asking us to remember the less fortunate in our communities and beyond, and to donate generously to help
With the weather cooling and winter on the horizon, snowbirds are poised to fly south—but if you’re looking to purchase a property in the U.S. or returning to
Whenever you have a chance to defer paying tax, a common thought is, “Why pay tax now when I can pay it later?” However, there’s more to the story than simply
A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each
The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of
Months after the federal government launched the First Home Savings Account (FHSA), more than 20 financial institutions are offering FHSAs, and Canadians are
There’s a myth that surfaces every once in a while. It suggests a Registered Retirement Savings Plan (RRSP) isn’t worthwhile because of the tax on eventual
Across the country, a vacation property may be known as a cottage, cabin, chalet or camp. One thing they all share is a looming tax liability.
When a vacation