Jun 17, 2020 | Trusts and Estates, Estate Planning & Executor
Having conversations about estate planning can be difficult. Few want to think about, let alone plan for their death. There are a number of important reasons to plan in advance; a lack of planning can lead to family disputes, inappropriate distributions, litigation,...May 19, 2017 | Estate Planning & Executor, Personal Tax and Finance, Trusts and Estates
Working with our clients to protect their assets and minimize income tax and probate fees is very much a part of our comprehensive approach to planning. As Chartered Professional Accountants, we encourage our clients to look beyond their annual income tax filing needs...May 8, 2015 | Estate Planning & Executor, Trusts and Estates
Archived — historical context only This post originally summarized 2015–2016 federal trust tax changes (including commentary from that period on GRE and QDT designations, testamentary trust taxation, and December 31 year-end rules). That material is no longer...