Estate planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 18 Nov 2024 16:02:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Estate planning – Investment Executive https://www.investmentexecutive.com 32 32 Help your client sell their beneficial interest in an estate https://www.investmentexecutive.com/insight/columns/help-your-client-sell-their-beneficial-interest-in-an-estate/ Mon, 18 Nov 2024 21:00:03 +0000 https://www.investmentexecutive.com/?p=496892 Here’s your helpful guide to advising clients on a complex estate sales process

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]]> Executor overstepped, ordered to pay costs https://www.investmentexecutive.com/news/from-the-regulators/executor-overstepped-ordered-to-pay-costs/ Fri, 25 Oct 2024 22:28:05 +0000 https://www.investmentexecutive.com/?p=495540 B.C. court finds executor's duty is to estate, not deceased

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]]> Manage capital gains tax changes as year-end approaches https://www.investmentexecutive.com/newspaper_/news-newspaper/manage-capital-gains-tax-changes-as-year-end-approaches/ Tue, 08 Oct 2024 15:00:00 +0000 https://www.investmentexecutive.com/?p=494124 High-net-worth and incorporated clients look for guidance on complex changes

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]]> Avoiding double taxation when an incorporated client dies just got easier https://www.investmentexecutive.com/newspaper_/news-newspaper/avoiding-double-taxation-when-an-incorporated-client-dies-just-got-easier/ Fri, 13 Sep 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=492351 Proposal would give executors more time to implement loss carryback strategy

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]]> Court rejects appeals from fund rep, OSC https://www.investmentexecutive.com/news/from-the-regulators/court-rejects-appeals-from-fund-rep-osc/ Fri, 30 Aug 2024 17:04:37 +0000 https://www.investmentexecutive.com/?p=491914 Both sides appealed rulings involving rep inheriting client's estate

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]]> In both estate administration and angling, it pays to prepare for the unexpected https://www.investmentexecutive.com/insight/columns/in-both-estate-administration-and-angling-it-pays-to-prepare-for-the-unexpected/ Tue, 20 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491074 Financial advisors can address property challenges, encourage clarity in wills

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]]> Big banks to eke out modest earnings growth: Fitch https://www.investmentexecutive.com/news/research-and-markets/big-banks-to-eke-out-modest-earnings-growth-fitch/ Fri, 09 Aug 2024 19:46:59 +0000 https://www.investmentexecutive.com/?p=490849 Asset quality, capital expected to remain strong

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]]> Liberal tax promise tracker, post–capital gains edition https://www.investmentexecutive.com/news/industry-news/liberal-tax-promise-tracker-post-capital-gains-edition/ Tue, 09 Jul 2024 13:18:16 +0000 https://www.investmentexecutive.com/?p=488643 A look at the status of major tax proposals from the Trudeau government

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]]> Revised AMT, intergenerational business transfer rules now law https://www.investmentexecutive.com/news/industry-news/revised-amt-intergenerational-business-transfer-rules-now-law/ Fri, 21 Jun 2024 18:30:52 +0000 https://www.investmentexecutive.com/?p=487856 Budget implementation bills C-59 and C-69 received royal assent late Thursday

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]]> B.C. court rules on limits to powers of attorney https://www.investmentexecutive.com/news/from-the-regulators/b-c-court-rules-on-limits-to-powers-of-attorney/ Tue, 18 Jun 2024 19:40:34 +0000 https://www.investmentexecutive.com/?p=487969 Gift to son denied, as it wasn't specifically set out in POA

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