Estate Planning
Estate Administration Tax – A New Chapter Begins
By Jordan Caplan, BBA, CA, Partner — Assurance & Advisor Earlier this year, the Ontario government announced major changes to the Estate Administration Tax (also known colloquially as “probate fees”) in its annual budget. These amendments are a direct result of Ontarians implementing numerous planning techniques ...
0 Comment | Posted in Estate Planning,Financial Planning for Business Owners,Life Insurance,Life Insurance,Uncategorized
February 07, 2012
The Importance of Wills as an Estate Planning Tool
By Jag Gandhi, Hon. B.A., M.A., LL.B A Will allows us to express our final wishes and let our loved ones know that we took the time to think about and provide for them after we have gone. Everyone’s situation is unique to their personal circumstances, ...
0 Comment | Posted in Estate Planning,Financial Planning for Business Owners,Life Insurance,Tax Planning
October 02, 2011
Less Favorable Rules for Donation of Publicly Listed Flow-Through Shares
Before the 2011 budget, when flow-through shares were donated to a charitable organization, the donor could receive generous tax credits and deductions that would result in little after-tax cost. This was due to the fact that the donor could take advantage of the deduction for ...
0 Comment | Posted in Charitable Giving,Estate Planning,Financial Planning for Business Owners,Investments,Retirement Planning,Tax Planning
July 31, 2011
Good Time to Die if you have Assets in the US
If you were always worried about paying estate taxes on your U.S. assets, 2010 represents a rare opportunity as no U.S. estate taxes will apply to the estates of those who die in 2010. This is due to the fact that the U.S. congress progressively reduced ...
6 Comments | Posted in Estate Planning,Life Insurance,Retirement Planning,Tax Planning
December 06, 2010
What Happens If Your Life Insurance Company Fails?
The events of 2008 and early 2009 and the failure of some major insurance companies such as AIG, have created a lot of anxiety for policyholders and have naturally led to many questions with regards to the protection they have in case their insurance company ...
3 Comments | Posted in Estate Planning,Life Insurance,Life Insurance,Long Term Care Insurance
October 24, 2010
