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Understanding the Spousal Roll and Redeem Strategy
In the world of estate planning, there are various strategies to ensure that assets are transitioned smoothly to beneficiaries while...
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5 Things to Know About Probate in Canada
Understanding Probate Fees in Canada Probate tax, also known as probate fees or estate administration tax, is a fee levied...
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Income Splitting: Exploring 10 Opportunities Within the Income Tax Act
In recent years, the Canada Revenue Agency (CRA) has tightened the rules to close off loopholes and prevent taxpayers from...
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Borrowing Against Life Insurance Policies
Borrowing Against Life Insurance Policies: Corporate vs. Private Borrowing Life insurance policies with cash value provide a versatile financial tool...
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Strategy: Corporate or Secondary Wills
The Importance of Secondary Wills or Corporate Wills in Estate Planning Estate planning is an essential aspect of managing your...
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Strategy: Tertiary Wills For Probate Planning
The Benefits of Tertiary Wills for Art and Collectibles When it comes to estate planning, having a clear and detailed...
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Crucial: Power of Attorney
The Importance of Power of Attorney in Estate Planning Estate planning is essential for ensuring that your assets are managed...
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Poignant: Charitable Giving in Estate Planning
Charitable Giving and Estate Planning Estate planning is not just about distributing wealth to heirs; it also offers a unique...
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Special Considerations for Dependents with Special Needs in Estate Planning
Estate planning is a critical process for any family, but the stakes are even higher when dependants with special needs...
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2023: Increase in Taxation AMT #2
This blog post is a follow-up to part 1, published yesterday. Example 1: Impact of Increased AMT Rate on Capital...
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2023: Increase in Taxation AMT #1
Understanding the Alternative Minimum Tax (AMT) In the complex world of taxation, one term that often surfaces and confounds many...
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