Investment Objectives
Investment Objectives Continue Reading »
Estate Administration, Estate Planning, Investments, TrustsTotal 218 Posts
Is it possible to disclaim a life interest once you’ve already been receiving payments of income or capital, and to accelerate payment of the trust property to the remainder beneficiaries? ….
Acceleration: Is a Life Interest Always a Life Interest Continue Reading »
Estate Planning, Trusts, WillsThe end of the calendar year is a good time for Trustees to review both the investment performance as well as investment objectives of the Trusts for which they are responsible…..
Reviewing investment performance Continue Reading »
Estate Administration, Investments, TrustsGenerally speaking, where property is directly transferred upon death to the deceased’s spouse or common-law partner or a trust for their benefit, such transfers are automatically transferred at cost amount or tax cost amount pursuant to the provisions of the Income Tax Act and no taxable gains on the transfer are incurred. However, there may good reason to elect out of these provisions to trigger taxable capital gains.
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Spousal Rollovers On Death Continue Reading »
Estate Administration, Estate Planning, Executors, Investments, Small Business, TrustsWhile a will serves the purpose there may be reasons for you to look at an alternative way to distribute assets such as an alter ego trust.
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Traditions aside…consider an alter ego trust Continue Reading »
Estate Planning, Trusts, WillsMultiply the tax savings by creating another taxpayer with reference to a testamentary trust in your will…..
Multiply the tax saving with multiple trusts Continue Reading »
Estate Administration, Estate Planning, Executors, Trusts, Wills