Blog

David Chilton talks about inheritance tax in Canada and filing a final tax return.

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

These strategies can help you maintain the lifestyle you had while working.

Important aspects to consider in organizing your financial picture.

When estate planning, remember to include your personal property and heirlooms

Why you should make a Will and include an up-to-date net-worth statement

These strategies can help make family meetings an effective tool in wealth-transfer planning.

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.