March 2011

Tax Reporting Obligations for Trustee and Executor Fees

In general, the payment of amounts for services rendered triggers some form of tax reporting and often, an obligation on the payer to withhold and remit amounts on account of tax. Payments made to trustees and executors are no different.
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Canada Revenue Agency, Canadian and US Tax Treaty, Estate Administration, Estate Planning, Executors, Liability, Passing Of Trustees’ and Executors’ Accounts, Trustee, Trusts

LONG TERM CARE INSURANCE – Is It An Overlooked Consideration in Your Estate Plan?

Have you heard about Long Term Care Insurance and wondered what it was had a place in your estate plans? LONG TERM CARE INSURANCE is coverage which pays a daily benefit for care either at home or in a facility when two or more activities of daily living cannot be performed. ….

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Canada Revenue Agency, Estate Administration, Estate Planning
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