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There are different tax implications for both courses of action, but the decision depends primarily on your client’s choice

Addressing key issues can ease a difficult and emotional situation

Canadian courts are setting limits when it comes to disinheiriting family members

No one wants to think the unthinkable when planning a trip abroad. But your boomer and snowbird clients should face the possibility that they could die while they are outside Canada, particularly if they are looking for retirement properties in tropical regions or already spending a significant portion of each year in the U.S. or […]

Before clients leave Canada, they’ll need to ensure that wills and powers of attorney are up to date.> WILLS. Of course, your client already has a valid Canadian will. It is valid for property outside Canada, so if the client has a vacation home elsewhere, there is no need to draw up a second will […]

Intergenerational wealth transfer could be reduced by lengthening life expectancy

  • By: IE Staff
  • March 21, 2007 October 31, 2019
  • 08:55

Indivduals aged 55 years or older mostly likey to have a will

  • By: IE Staff
  • January 4, 2007 October 31, 2019
  • 10:20

WillExpert creates legal wills for two people

  • By: IE Staff
  • February 5, 2003 February 5, 2003
  • 10:10