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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...

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

Vacation properties are often a source of great personal enjoyment and family memories. To keep the property within the family, there are various tax implications and strategies to be aware of that can be used in passing ownership onto the next generation...

Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. For more information, please reach out. Click here

When someone passes, you may be able to reduce or eliminate tax by filing one or more optional returns in addition to the terminal return. This article outlines strategies, which may or may not be applicable to your circumstances. For more information...

Many Canadians own and rent U.S. real estate to escape cold Canadian winters. However, they should be made aware of the U.S. tax issues they will face while renting, while selling, and upon death. For more information, please reach out. Click Here

Many Canadians are unaware that owning U.S. property such as a U.S. listed equities or a condo in Florida may subject them to U.S. estate tax upon their death. This article focuses on different situations that will result in a U.S. tax return on death...

During periods of market stress it is very common to focus on potential changes to the portfolio. However, there are many tax, estate and financial planning opportunities to explore. In fact, certain strategies can be even more effective during a market...

It's common to distribute your assets on death outright to your loved ones. However, there are alternatives that may make sense depending on your situation. This article provides an overview of testamentary trusts and why you may want to consider adding...