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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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Understanding Testamentary Spousal Trusts: Benefits, Drawbacks, and Estate Planning Tips
What is a Testamentary Spousal Trust? A testamentary spousal trust is an estate planning tool established through a will to...
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The Great Wealth Transfer
The Great Wealth Transfer! The financial landscape is on the cusp of a monumental shift as Baby Boomers pass their...
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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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Navigating the New Capital Gains Tax Landscape with Advanced Insurance Strategies
With the recent changes to capital gains inclusion rates effective June 25, 2024, many business owners and estate planners are...
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Tax Planning Vs. Tax Avoidance Vs. Tax Evasion
Tax planning is an essential aspect of financial planning. A dollar saved in taxes is more valuable than a dollar...
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Importance of Estate Planning
The Importance of Estate Planning Estate planning is a critical aspect of financial management that ensures the orderly transfer of...
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Dangers of Dying Intestate: Why You Should Plan Ahead
The Risks of Dying Intestate and Why You Should Avoid It Dying intestate, or without a valid will, can create...
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The Importance of Keeping Your Will Up to Date
The Importance of Keeping Your Will Up to Date A will is a fundamental component of estate planning, outlining how...
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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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Silver Tsunami: Essential Strategies
Navigating Cognitive Decline and the Silver Tsunami: Essential Strategies for Financial Advisors As a financial advisor, I’ve noticed a shift...
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Advanced Insurance Strategies
Advanced Insurance Strategies: Navigating Complex Insurance and Tax Environments In the ever-evolving world of insurance and financial planning, staying ahead...
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Estate Planning’s #1 Goal: Family Harmony
Maintaining Family Harmony in Estate Planning Estate planning can be an emotionally charged process, often fraught with potential for misunderstandings...
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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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End of an Era: Capital Gains Surplus Strip Strategy
Capital Gains Surplus Strip: A Strategy of the Past The capital gains surplus strip was once a favored tax planning...
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Understanding New CRA Penalties: What You Need to Know
When it comes to taxes, the Canadian Revenue Agency (CRA) takes compliance seriously. Recently, the reporting rules have been significantly...
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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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