Are testamentary trusts dead? July 08, 2014 Richard Niedermayer The 2014 federal budget brought significant changes to Canada’s tax policy – including the loss of graduated rate taxation for testamentary trusts. Richard N. says estate, trust and tax planners will need to consider carefully the effect of…
The good, the bad and the ugly of passing accounts July 08, 2014 Tammy Willerth What happens when your parent is no longer able to manage his or her own affairs? Many adult children step up and start taking care of an elderly parent’s financial transactions – and that’s a good thing.
Child support life insurance beneficiary claim against the estate? A few things to consider. June 03, 2013 Henry Villanueva When marriages break down couples would usually enter into a separation agreement that deals with issues such as child support.