Posts Tagged 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
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
Do You Have The Will To Do It?
By Alan Wainer, CA, CPA (Illinois) Assurance & Advisory Partner with Soberman LLP, Chartered Accountants www.soberman.com As a business advisor to my clients, one of the questions that I typically ask as part of their financial checkup is, “Have you reviewed or updated your will recently?” We all ...
2 Comments | Posted in Business Succession Planning,Charitable Giving,Estate Planning,Financial Planning for Business Owners,Life Insurance,Life Insurance,Tax Planning
September 26, 2010
Should You Have a Business Succession Plan?
If you are a business owner, the answer is a definitive YES. When you are building and growing your business the last thing you think about is the possibility of selling it or passing it on to the next generation. However, if you ...
303 Comments | Posted in Business Succession Planning,Estate Planning,Financial Planning for Business Owners,Tax Planning
September 06, 2010
