U.S. vacation property planning for Canadians
If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.
Learn more Strategic philanthropy
There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.
Learn more Charitable gifts: wills vs. beneficiary designations
The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.
Learn more Key estate planning documents
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.
Learn more Holdcos for investment purposes
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?
Learn more Estate preservation and enhancement
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.
Learn more Charitable estate gifts
Making a charitable gift in your will is a great way to benefit the community and save taxes.
Learn more The tax treatment of art and other collectibles
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.
Learn more