There is Nothing so Certain as Death and Taxes

Or so the saying goes. This certainly is true in Canada where there is a “deemed disposition” when a taxpayer dies. What this means is that a taxpayer is deemed to dispose of all his or her assets at fair market value immediately preceding death.

Can Probate be Avoided?

Executors often find that the probate process can be both time…

Retirement- Are You Prepared?

Whether you are decades away from retirement or if it is just…

Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

The Sandwich Generation was a term coined by Dorothy Miller in…

Do You Need Individual Life Insurance?

Canadians may need to rethink their risk management In a recent…

Taxation of Life Insurance - New Rules Offer a Window of Opportunity

Permanent life insurance, such as Whole Life or Universal Life,…

Changes to the Taxation of Estates

Estate, trust and tax planners have long favoured testamentary…

Estate Planning Tips for Real Estate Investors

For many Canadians the majority of their wealth is held in personally…

The Estate Bond

Growing your estate without undue market risk and taxes Often…

What to do after selling your business

By James Dolan The contract is signed. The cheque is cashed.…