How Can Employers Assist and Retain Their Older Employees?
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Estate Planning, Geriatric Care Management, In the News, Small Business, Succession PlanningEstate Planning
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The primary objective behind the use of either Intervivos Trusts or Testamentary Trusts in an Estate plan is to manage the transfer of wealth. Many people opt to transfer wealth using a trust because of the tax savings available from splitting income or because of the creditor-proof nature of a Trust. But there can be other more intriguing reasons to choose a trust. For example, I have recently seen an….
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Estate PlanningJoint Tenancy Tax Issues
Last week my colleague, Laura West, spoke about some of the non-tax pitfalls that can arise when transferring property into joint tenancy with a family member. This week I’m here to follow-up with a discussion of the tax implications that should be considered before changing ownership of property to joint tenancy…..
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Canada Revenue Agency, Estate Planning, Joint Tenancy, Probate TaxCoping with the family in family business succession planning
“More than 50%” is the oft quoted statistic for the percentage of Canadians who do not have a valid Will. According the BDO Dunwoody/Compass Report on Canadian Family Business, a staggering 78% of business owners do not have a succession strategy for their business in place. The same report showed 92% of business owners acknowledging that it was important for them to have a plan. While the primary reason for….
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Estate PlanningLegal Advocacy for Canada’s Aging Population
Twenty years from now seniors are expected to account for 25% of Canada’s total population. How will the legal community meet the needs of Canada’s aging population?….
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Elder Care, Elder Law, Estate Planning