Monthly Newsletter

The Canadian tax legislation contains a number of anti-avoidance tax measures such as those which seek to prevent corporate ”surplus stripping,” that can create a higher tax cost on the transfer of a business to a family member versus a sale......

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

Between a pandemic, inflation, interest rates and potential recession, there’s not an entrepreneur on the planet who hasn’t had to tear up at least part of their business plan over the past three years. Now, with economic concerns continuing for the...

Where there’s a will, there’s a way. That can-do attitude can get you far in life, but when it comes to estate planning, having a Will is often only a starting point. Without a trusted and reliable executor to distribute your assets in accordance wit...

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

In today’s world of overlapping family structures, it is possible for an individual to have more than one spouse simultaneously for purposes of entitlement to certain assets at death. ...

For pet owners, the question in the title of this article may be of significant concern. A family pet, especially if owned for many years, may be considered part of the family....

A succession plan would detail the business owner’s desires with respect to the management of the business and the disposition of their shares....

In some Wills, the appointment of an executor is conditional upon a survivorship period, for example, thirty days....