Unused capital losses
Unused capital losses Continue Reading »
Canada Revenue Agency, Estate Administration, Estate Planning, InvestmentsEstate Planning
Total 1067 Posts
Please pass the gravy
Many families will be traveling this week for the American Thanksgiving holiday. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. ….
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Elder Care, Estate Planning, Family Conflict, Geriatric Care Management, U.S. Citizen, United StatesPhilanthropy is personal; fundraising is social
There are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans…..
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Estate Planning, Philanthropy/Charitable GivingRights and things can reduce the tax burden on death
As we all know, the more you earn the more you pay in tax. There may be an exception to this norm on death when amounts are due to the deceased at the time of passing…..
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Estate PlanningPerpetual Testamentary Charitable Trusts
When making charitable gifts by Will, many donors wish to ensure that their gift has a long-term meaningful impact that will enable charitable activities to be carried out long after their deaths…..
Perpetual Testamentary Charitable Trusts Continue Reading »
Charitable Giving, Estate Administration, Estate Planning, Philanthropy/Charitable Giving