Month: September 2020

Income tax matters and Canada Revenue Agency publications are often viewed as dull until they directly apply to our own situation. This is likely true for most people in respect of the prescribed interest rate. However, the prescribed interest rate can be of benefit to you, especially since it has

Are you (or your clients) making estate plans or administering an estate that involves one or more countries? Will you (or your clients) inherit property in England? Do you (or your clients) own a second property in Portugal or Italy? Do you have clients who moved to France, but have left assets in Canada?

Canadians who own U.S. securities may be surprised to find out that their investments may be exposing themselves to a tax as high as 40% on death. Without proper planning, an individual’s U.S. investments may be subject to U.S. estate tax, which will not provide the anticipated or desired result.

Who will be in charge of executing your will is one of the most important decisions to make in the estate planning process. People often only consider close family members, but they may not always be the best choice. Here are some key considerations. An executor must be at least the