Wills That Work
This brochure provides an overview of why a Will is important and what you need to consider when drafting your Will.
Probate Fees and Taxes
may have personal income taxes as well as probate costs to pay on
death. Income taxes arise because there is a deemed disposition of all
assets on death resulting in the realization of accrued capital gains on
property and investments.
Estate Information Organizer
has their own filing system for important documents and financial
information and can easily access this information when needed. However,
if someone else were to step into your shoes, would they know where you
keep your Will, life insurance policies or your safety deposit box?
A Guide to Granting Powers of Attorney
A Power of Attorney is a document in which you appoint another person or trust company
(the attorney) as your agent and confer authority to perform certain specified acts or kinds of acts on your behalf.
In a Time of Loss
culture has its own way of dealing with death, yet all acknowledge the
power of grief, when even the simplest things can become very difficult.
Trusts for Protection and Tax Savings
Trusts provide protection for your wealth and beneficiaries, and can also be used to reduce
taxes. They can be created now, or upon your death in your Will as part of an effective estate
Trust Planning for the Disabled
A trust can provide financial security for a person who is not capable of managing their
own money. In some provinces, it can also preserve the right to provincial disability
Joint Ownership Pros and Cons
commonly hold much of their property jointly with a right of
survivorship – it is a very convenient way for couples to pass property
to the surviving spouse.
US Estate Tax for Canadians
article explains the potential cost of US Estate Tax for the estate of a
Canadian and suggests a number of planning opportunities that may be