Qualified Disability Trusts
Qualified disability trusts are exempt from new tax rules that make trusts subject to the highest marginal rate.
8 Things You Should Know About TFSA and RRSP Designations
Beneficiary designations on your TFSA and RRSP have a few options that you may not be aware of.
The Importance of Keeping Your Will Current
Recent case varies will with handwritten comments on it.
Charitable Gifts Involving Private Company Shares or Real Estate
Proposed amendment to ITA in 2015 budget affects registered charities and donors.
When Should You Update Your Will?
Significant life events are opportune times to update your will.
Wills: Do We Need Them?
A short story that shows the importance of making a will.
How to make a group gift like Coach Dean Smith’s
Suggestions for making gifts to many people, like a coach who left $200 to each of his former players.
BC Court Developing Law on When a Document is a “Will”
Principles to be taken from the first two cases decided under s. 58 of WESA.
Bill C-43 Receives Royal Assent
Bill C-43 implements tax amendments regarding testamentary trusts and donation tax credits.
Court Orders a Letter to be Effective as the Last Will of the Deceased
Court uses new WESA provision to proivde flexibility in relation to formal requirements of wills.
Making Advance Health Care Decisions – Getting Started
BC government publishes a comprehensive guide to help start your advance health care plan.
Proposed Changes Impacting Charitable Giving
Changes provide flexibility so that charitable donation tax credits can be used by the deceased or the deceased’s estate.