Estate Planning

Total 1065 Posts

Young, Married, and Prepared: A First Experience with Wills and POAs

• • 1 Comment

As we head into Thanksgiving weekend, I am sharing a guest post written by my son. Earlier this year, he and his partner celebrated a beautiful wedding surrounded by family and friends. Like many life milestones, it prompted some important conversations about their future together, including what would happen if something unexpected occurred. In this post, he shares his experience with estate planning as a newlywed, and the process of….

Young, Married, and Prepared: A First Experience with Wills and POAs Continue Reading »

Estate Planning, Power of Attorney, Spouse, Wills

Spousal Trusts Without the Trust Issues: Picking the Right Trustee – A Primer and Reminder

• • 0 Comments

Brianna Fable-Watson, Articling Student, Gowling WLG (Canada) LLP When planning your estate, creating a spousal trust is an effective way to ensure that your spouse is financially supported while also protecting the inheritance for your children or other beneficiaries. In a typical spousal trust, your surviving spouse receives the income produced from your assets during their lifetime, while the capital is (potentially) preserved for the next generation after they pass…..

Spousal Trusts Without the Trust Issues: Picking the Right Trustee – A Primer and Reminder Continue Reading »

Estate Administration, Estate Planning, Executors, Spouse, Trustee, Trustee Disputes

The Year of the Audit and the Introduction of “Prompted” Disclosures

• • 0 Comments

This blog has been written by Rahul Sharma, Partner, at Fasken Martineau DuMoulin LLP, Toronto 2025 is flying by.  We are now in its final quarter.  Looking back at the year, I can think of one consistent theme in my discussions with other tax professionals: Canada Revenue Agency (“CRA”) audits and reviews.  Industry professionals have remarked—and quite rightly, perhaps—that we are dealing with more audits, reviews and reassessments issued by….

The Year of the Audit and the Introduction of “Prompted” Disclosures Continue Reading »

Canada Revenue Agency, Estate Planning, Tax Issues

Part I: Taxation of Trusts in Canada – A Broad Overview

• • 0 Comments

This blog has been written by Pritika Deepak, Associate at Fasken LLP. Trusts play a significant role in wealth management and tax and estate planning. This blog post is not intended to supplant the important role played by the various and excellent texts written and published on the taxation of trusts.  Rather, this blog post skims the surface of some important points to consider when dealing with trust taxation. Trusts….

Part I: Taxation of Trusts in Canada – A Broad Overview Continue Reading »

Estate Planning, Trusts

Supporting Loved Ones With Dementia: The Peace of Mind a POA Provides

• • 2 Comments
Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Dementia is not just a medical diagnosis; it’s a family story that unfolds over years. Canada’s numbers are climbing—projections suggest more than 1.7 million Canadians could be living with dementia by 2050. That’s a lot of spouses, adult children, and friends carrying new responsibilities—and often facing urgent decisions. The simplest way to bring calm to those moments is to….

Supporting Loved Ones With Dementia: The Peace of Mind a POA Provides Continue Reading »

Estate Planning, Power of Attorney, Powers Of Attorney and Guardianship Disputes

Estate Planning and Rental Properties

• • 0 Comments

Over the last couple decades, many Canadians have invested in real estate, more specifically, in rental properties. As a result, their real estate holdings will constitute a substantial part of their estate therefore, their estate plan should consider how best to minimize capital gains on death and preserve their real estate investments for the next generation. Indeed, one should not overlook the tax implications involved on the death of an….

Estate Planning and Rental Properties Continue Reading »

Estate Administration, Estate Planning, Property, Real Estate, Tax Issues
Scroll to Top