Estate Planning

Breaking down the ‘executor’s year’

Some beneficiaries are entitled to interest on their inheritance starting one year after death

By Rudy Mezzetta |May 9, 2022

3 min read

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

By Vivek Bansal |May 2, 2022

4 min read

Finding missing beneficiaries

What executors need to know when a beneficiary can’t be easily identified or found

By Rudy Mezzetta |March 14, 2022

5 min read