Registered plans can have a big impact on family wealth.

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When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

Here’s a quick overview of how employee stock options work, the current tax treatment, and the new proposed tax treatment for some newly-issued options granted as of July 1, 2021.

The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.

Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Whether you collect art, stamps or antique furniture, you should be aware of the tax consequences that occur when you ultimately dispose of these items, either by sale, gift or upon death.

U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

With real estate values increasing significantly in the past year, and notably so for vacation properties, it’s also a good time to do some estate planning for the potential transfer of your cottage, chalet or cabin to future generations.

For many families, trusts can play an integral role in the planning process.