Estate Planning | Canadian Family Offices

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‘Fair’ and ‘equal’ are not the same when you're writing a will

Parents think they should leave equal amounts to each child. But that’s not always fair

September 8, 2021 Estate Planning
U.S. estate taxes can bedevil cross-border families

'Enormous number of people' need to do international tax and estate planning in Canada, experts say

August 30, 2021 Estate Planning
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Consider it a gift to your family: Using a trust in your will means no surprises later

A testamentary trust can protect family inheritances, especially if the surviving spouse remarries

August 16, 2021 Estate Planning
Pandemic accelerates shift to digital in Canada's estate industry

But more needs to be done, experts say. Digitization is needed ‘to address the monumental changes that are about to unfold’

August 4, 2021 Estate Planning
A living trust can reduce family taxes, minimize disputes

One useful function of these trusts is to split your income among family members who pay lower tax rates

July 22, 2021 Estate Planning

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If you own a business, you need a trust, too

Trusts are needed now more than ever because of second marriages and the aging population

June 15, 2021 Estate Planning
Business owners and professionals face unique estate-planning challenges

If you don’t have a plan, the government does, and you probably won’t like it

June 15, 2021 Estate Planning
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Inheritance mishaps from the rich and famous

No one learns the lessons of poor estate planning better than people with wealth and a reputation at stake

June 15, 2021 Estate Planning
COVID pandemic has amplified estate-planning fears

Canadians are worrying about health-care funding gaps and stresses on hospitals and long-term care homes

June 9, 2021 Estate Planning
In succession planning, financial details are often the easy part

Human factors can pose more challenges, including rocky intra-familial relationships and poor communication

June 8, 2021 Estate Planning

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Canadian inheritances could hit $1 trillion over the next decade, and you need to be ready

Jason Heath: Here are some decisions and strategies to consider when it comes to the complexities of estate planning

April 8, 2021 Estate Planning