Estate Planning

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To Take Flight or Not to Take Flight, That is the Question!

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A recurring mantra of many people is the phrase that they “need to get their affairs in order” when significant life events occur, when they are planning a trip or when they simply wake up one day and realize they don’t have a Will and they aren’t getting any younger. With the onslaught of COVID-19 in 2020, the theme of getting one’s affairs in order has become increasingly prevalent. We,….

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Estate Planning

Keeping Up from the Kasket – Planning Your Digital Death

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This post was written by Emily Rosen Can someone inherit a digital identity? At what point does an Instagram account become a business rather than a personal platform? We have already seen this happen with celebrities after they die; Paul Walker, Nipsey Hussle, and Michael Jackson all still have active Instagram accounts. The deceased rapper, Lil Peep, has faced significant controversy over his social media. As I write this, his….

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Estate Planning, In the News

Embracing the COVID-19 Ready Executor

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This Blog was written by Edward Ngo, Estate and Trust Advisor  with MD Private Trust, Scotia Wealth Management In Vancouver, the virtual estate planning landscape is changing before our eyes since British Columbia declared a state of emergency on March 18, 2020 due to the COVID-19 pandemic. The early contentious months of uncertainty surrounding the creation and execution of a Will in the middle of the pandemic has slowly subsided….

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Estate Planning

Estate planning and TOSI – Part II

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In my previous blog, Estate planning and TOSI Part I, I introduced the concept of the tax on split income (TOSI) continuity rules which are extremely important when estate planning.  The objective of the continuity rules is to afford the beneficiary, who would not have an excluded amount of their own, with an excluded amount exception TOSI. The continuity rules accommodate many estate situations, but the rules do not accommodate….

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Business Succession Planning, Estate Planning, Tax Issues
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