Testamentary Trusts

 August 29, 2024 |Charles W. Cullen III
One common way to distribute your estate is by using a Testamentary Trust, a trust that is created by your will. This article discusses some of the reasons you may want to consider using such a trust. For more information, as always, please reach out...
Read more

Alter Ego and Joint Partner Trusts

 August 22, 2024 |Charles W. Cullen III
There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks. For more details, please reach out. Click Here
Read more

Alternative Minimum Tax (AMT

 August 15, 2024 |Charles W. Cullen III
Alternative Minimum Tax has been in effect since 1986, however, in 2023 the federal budget broadened the impact it may have on high-income earners. To learn more, please click the article. To have a more thorough conversation, please reach out. Click...
Read more

Establishing an RESP

 August 08, 2024 |Charles W. Cullen III
As we enter another school year it is important to revisit the primary vehicle to save for post-secondary education - the Registered Education Savings Plan or RESP. To learn about the benefits, please click the link. To see if this makes sense for you...
Read more

Determining Your Tax Residency Status in Canada

 August 01, 2024 |Charles W. Cullen III
In Canada, unlike the U.S., the income tax system is based on Canadian residency status. This articles discusses some of the factors that are considered when determining your residency status for Canadian tax purposes and some potential implications....
Read more