An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

For many families, trusts can play an integral role in the planning process.

With real estate values increasing significantly in the past year, and notably so for vacation properties, it’s also a good time to do some estate planning for the potential transfer of your cottage, chalet or cabin to future generations.

U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

Making a charitable gift in your will is a great way to benefit the community and save taxes.

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

Registered plans can have a big impact on family wealth.

Here’s a quick overview of how employee stock options work, the current tax treatment, and the new proposed tax treatment for some newly-issued options granted as of July 1, 2021.