Uncategorized – Page 59 – All About Estates

CPP: TO DEFER OR NOT DEFER

Steven Frye • September 15, 2020 • 0 Comments

For several years now, clients and contacts (with more frequency of late, and that’s no accident) have been asking me: “Hey Steve, I am turning 65 shortly, do I apply for CPP now or do I wait – what makes more sense financially” Based on analysis provided by experts in the financial planning sector (and more recently, published articles on the subject) my answer usually takes the form of “it….

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Canada Revenue Agency, Compensation, Estate Planning, In the News, Insurance, Investments, Tax Issues, Uncategorized

Road Testing your Estate Plan

Scotiatrust • September 10, 2020 • 2 Comments

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their Estate Plan is the Will. However, when road testing your estate plan, it is not enough to review just your….

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Estate Planning, Executors, Uncategorized, Wills

Feeling Like an Apostille Imposter

Maureen Berry • September 4, 2020 • 1 Comment

Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. Working with high net worth clients and their complex estates, I come across new terminology, challenges and scenarios each and every day, which keeps me engaged after years of practice. Recently, I came across a request that left me feeling puzzled. I sent a probate application….

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Uncategorized

“Unmasking” the Issues Facing Family Businesses

Maureen Berry • August 21, 2020 • 1 Comment

This post was contributed to by Maureen Berry and Demetre Vasilounis of Fasken. If there is one thing that 2020 has taught us, it is that the world as we know it is capable of changing overnight. While the COVID-19 pandemic has had immeasurable impacts on our economy, our interactions with our loved ones, and our way of life, it has perhaps served an important role in that it has reminded….

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Uncategorized

The Charity Capacity Gap

Malcolm Burrows • August 20, 2020 • 1 Comment

Canada’s 85,896 registered charities have wide-ranging capacity, but these variations are often underappreciated. Estate donors – and their professional advisors – often focus on cause and tax status, but ignore organizational health indicators like history, funding, staffing, and governance. What should estate donors look for in a charity? Although all registered charities can issue donation tax receipts, not all charities can handle significant estate donations or receive more complex assets. ….

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Estate Donations, Estate Planning, Philanthropy/Charitable Giving, Uncategorized

SOME TAX TIPS IN THE COVID ERA

Steven Frye • August 18, 2020 • 0 Comments

Our epidemiologists and public heath officers are warning us gently that the dreaded virus will be with us for awhile. Nevertheless, we are all hoping that our economy will recover soon (and to some extent our financial markets have), but it appears asset values in general may be depressed for some time to come. In this context, there may some some opportunities to free up some cash flow and/or reduce….

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Business Succession Planning, Canada Revenue Agency, Estate Planning, In the News, Investments, Property, Real Estate, Small Business, Tax Issues, Uncategorized