Articles and Resources

Articles by Michael Kirkpatrick |  Articles of Interest |  Wealth Planning |  Tax Tips | Business Owners |  US Tax Related Articles |  Estate Planning | Annual Letter to Clients

 

Articles by Michael Kirkpatrick

• Society of Trust and Estate Practitioners - Ottawa Newsletter February 2016
• Timing the Market and Chasing Hot Stock Tips can be bad for your Wealth - February 2017
• Protecting What Matters Most
• Owner vs Loaner
• When interest rates go up, bond prices go down...until they mature!

Articles of Interest

• Indexes Beat Stock Pickers - WSJ Article April 2017
• Feb 2017 Report on Business: Invest Like a Legend
• Berkshire Note to Shareholders (2016)
• Index Funds Still Beat 'Active' Portfolio Management

Wealth Planning

• 5 Key Questions to Consider in Wealth Planning
• FHSA

Tax Tips

• Receiving Your Tax Documents Electronically

Business Owners

• Business Owner's Guide to Wealth Management
• Succeeding in Succession
• Wealth Planning for Health-Care Professionals - Starting out on your own
• Wealth Planning for Health-Care Professionals - The Peak Earning Years
• Wealth Planning for Health-Care Professionals - Preparing for Retirement
• Sale of Your Business Part 1 - Preparing Your Operating Company for Future Sale
• Sale of Your Business Part 2 - Planning the Sale of Your Business
• Sale of Your Business Part 3 - Year of Sale of Your Business
• Sale of Your Business Part 4 - Year After the Sale of Your Business

U.S. Tax Exposure

• Estate Planning for US Citizens in Canada
• Estate Planning for US Transfer Taxes
• U.S Tax Exposure: Broader than you can imagine

Estate Planning

• Executor/Liquidator Kit for Settling an Estate
• Executor Helper
• Wills and Will Planning
• Estate Planning Guide
• Family Inventory
• 2017 Wealth Transfer Report: Insights into giving and inheriting wealth across generations
• Estate Planning for Blended Families
• Joint Ownership Accounts
• Power of Attorney for Financial and Property Matters
• Corporate Power of Attorney
• Executor Job Description
• Succession Planning for your Canadian Vacation Property
• Planning your digital afterlife

Annual Letter to Clients

• 2017 Annual Letter to Clients
• 2018 Annual Letter to Clients
• 2019 Annual Letter to Clients
• 2020 Annual Letter to Clients
• 2021 Annual Letter to Clients
• 2022 Annual Letter to Clients
• 2023 Annual Letter to Clients