Contact

Blog

All AnnouncementsEstate PlanningLife InsuranceStrategiesTax Planning
How to Uncover and Fix Freeze Planning Errors Before They Affect Your Estate

How to Uncover and Fix Freeze Planning Errors Before They Affect Your Estate

Learn to detect and fix common Canadian estate freeze errors—mispriced shares, trust rules, tax traps—and apply refreeze, trust amendments, and...
Read more
The Crucial Role of Confidentiality in Estate and Wealth Planning

The Crucial Role of Confidentiality in Estate and Wealth Planning

Confidentiality in estate and wealth planning is essential to protect personal information, prevent disputes, preserve trust, and ensure a secure,...
Read more
Understanding Shareholder Agreements: Safeguarding Your Business and Legacy

Understanding Shareholder Agreements: Safeguarding Your Business and Legacy

Shareholder agreements protect businesses by defining decision-making, managing share transfers, and preventing disputes. They ensure smooth, tax-efficient wealth transfer and...
Read more
Navigating Liquidity Challenges at Death for Business Owners: A Strategic Guide

Navigating Liquidity Challenges at Death for Business Owners: A Strategic Guide

This guide highlights estate liquidity challenges for business owners, emphasizing strategic planning with Estately Wealth to ensure tax efficiency, wealth...
Read more
The Importance of a Financial Partner Fluent in Accountant and Lawyer Speak

The Importance of a Financial Partner Fluent in Accountant and Lawyer Speak

Choosing a financial partner skilled in both accounting and law ensures seamless collaboration, protects wealth, optimizes tax strategies, and secures...
Read more
The Power of Synergy: Uniting Accountants, Lawyers, and Financial Advisors for Optimal Wealth Management

The Power of Synergy: Uniting Accountants, Lawyers, and Financial Advisors for Optimal Wealth Management

Uniting accountants, lawyers, and financial advisors ensures cohesive wealth management, optimizing tax, legal, and financial strategies to protect and grow...
Read more
Correcting Past Estate Planning Errors: Safeguarding Your Wealth from Unnecessary Tax

Correcting Past Estate Planning Errors: Safeguarding Your Wealth from Unnecessary Tax

Avoid costly Canadian estate planning mistakes by updating wills, designating beneficiaries, and using trusts or insurance. Partner with experts like...
Read more
Understanding the Spousal Roll and Redeem Strategy

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...
Read more
5 Things to Know About Probate in Canada

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...
Read more
Income Splitting: Exploring 10 Opportunities Within the Income Tax Act

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...
Read more
Borrowing Against Life Insurance Policies

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...
Read more
Strategy: Corporate or Secondary Wills

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...
Read more
Strategy: Tertiary Wills For Probate Planning

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...
Read more
The Benefits of Individual Pension Plans (IPP)

The Benefits of Individual Pension Plans (IPP)

As business owners and incorporated professionals plan for the future, ensuring financial security during retirement becomes a priority. One powerful...
Read more
Crucial: Power of Attorney

Crucial: Power of Attorney

The Importance of Power of Attorney in Estate Planning Estate planning is essential for ensuring that your assets are managed...
Read more
Poignant: Charitable Giving in Estate Planning

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...
Read more
Special Considerations for Dependents with Special Needs in Estate Planning

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...
Read more
2023: Increase in Taxation AMT #2

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...
Read more
2023: Increase in Taxation AMT #1

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...
Read more