Tax & Estate

Opinion: Clients who act as executors or powers of attorney need training Opinion: Clients who act as executors or powers of attorney need training

Tax & Estate

Opinion: Clients who act as executors or powers of attorney need training

The argument for a personal fiduciary certificate program

By Mark O'Farrell and Barb Amsden |July 29, 2025

2 min read

Marriage, common-law partnerships and the charitable donation tax credit  Marriage, common-law partnerships and the charitable donation tax credit 

Tax & Estate

Marriage, common-law partnerships and the charitable donation tax credit 

Combining charitable donations on one spouse’s return can maximize tax savings

By Wilmot George |February 24, 2025

4 min read

B.C. court rejects bid to revise will, impose a trust B.C. court rejects bid to revise will, impose a trust

News

B.C. court rejects bid to revise will, impose a trust

Woman sought to have large inheritance placed in fully discretionary trust to avoid losing disability benefits

By James Langton |February 12, 2025

3 min read

In Ontario, intestate provision treating separated spouses as divorced takes full effect In Ontario, intestate provision treating separated spouses as divorced takes full effect

Estate Planning

In Ontario, intestate provision treating separated spouses as divorced takes full effect

Updating a will should still top a client’s separation checklist, lawyer says

By Michelle Schriver |January 6, 2025

2 min read