Much of the discussion on tax planning in the year of death has been focused on terminal year capital gains. In a recovering market it is also possible for the deceased to suffer a capital loss on the deemed disposition of capital assets…..
Net capital losses in the year of death Continue Reading »
Estate Planning, Executors, InvestmentsIn my Blog of October 7, 2010, I spoke about why you should avoid being part of the 30% of Canadians who don’t have a Will. In that Blog I spoke about who gets your estate if you die without a Will. I also briefly mentioned some other issues that arise if you don’t have a Will. There are a number of other reasons for you to stop procrastinating and to start the process of getting a competently drafted Will in place. ….
So You Died Without a Will… Continue Reading »
Estate PlanningMany people are not aware of the creditor protection associated with designating a beneficiary to an RRSP…..
RRSPs and Creditors Continue Reading »
Estate Planning, Investmentsre we in danger of reducing complex community organizations to caricatures, ignoring public benefit in our rush to look at fundraising costs and operating reserves?….
What charity ratings really tell us Continue Reading »
Estate Planning, Philanthropy/Charitable Giving, Wills