Strategies For Passing On Property To Your Heirs | Property Pitfalls | Real Estate | Estate Planning | Estates Gone Wrong 23 Feb

Real Estate: Strategies for Passing Property to Your Heirs

Testators should know the risks before using joint ownership as an estate planning tool.  16 Feb

Joint Ownership of Property: Know the Risks

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb

Deemed Disposition at Death: Top Questions Answered

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 20 Nov

Things to Know Before Filing a Loved One’s Final Tax Return

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug

Basic Guide to The Probate Court Process in Ontario

Five Reasons You Should Consult a Tax Advisor During the Estate Litigation Process 26 Jun

5 Reasons to Consult a Tax Advisor During Estate Litigation

The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar

Tax Responsibilities of Legal Representatives of Estates: Canada

Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong 23 Feb

Estate Planning: 6 Big Mistakes You Might Be Making

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb

Tax Considerations for Inherited Properties: What You Need to Know

Whether you collect vintage, antique, or classic cars— it is crucial to have asset protection and estate planning in place to keep these treasured and iconic assets protected and in the family. 14 Feb

Estate Planning: Should You Keep Your Classic Cars in a Trust?