Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

This year, two of our associates – Katherine Ratcliffe and Jocelyn Arnason – attended the 21stannual Society of Trust and Estate Practitioners (STEP) Canada National Conference in Toronto, Ontario on...

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Tax & Estate Planning

Alter-ego and Joint Partner Trusts

Click here to view in PDF. Alter-ego trusts and joint partner trusts are special types of revocable inter vivos trusts, which, if correctly structured in accordance with our tax rules,...

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Tax & Estate Planning

Family Trusts

Click here to view in PDF. A family trust is a type of trust established solely for the benefit of your family. There are two primary reasons you might wish...

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Tax & Estate Planning

Creating an Effective Trust

Click here to view in PDF. The most important decision you will have to make about your trust is the choice of the trustee(s). A trustee’s powers begin when the...

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Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

This year, two of our associates – Katherine Ratcliffe and Jocelyn Arnason – attended the 21stannual Society of Trust and Estate Practitioners (STEP) Canada National Conference in Toronto, Ontario on...

Read More
Tax & Estate Planning

Blended Families

Click here to view in PDF. Not only have blended families become increasingly prevalent in today’s world, but they often come together at a time when both spouses are more...

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Tax & Estate Planning

Business Succession

Click here to view in PDF. Succession of a family-owned business is ultimately comprised of three elements – leadership, governance, and ownership. In order to ensure a smooth transition and...

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Tax & Estate Planning

Keeping Your Family Informed

Click here to view in PDF. Your children are your greatest legacy. If they are trusted to be the custodians of your business and wealth, at the very least they...

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Tax & Estate Planning

Wealth Management

Click here to view in PDF. Wealth is not finite. That implies it can be created. There are three generally accepted, primary methods by which to create wealth. These are:...

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Tax & Estate Planning

Trusts – Best Practices in the New Estate Planning Paradigm

Trusts is a common term you often hear when people speak about estate planning.  Trusts however can be complicated.  To help the public better understand some of the basic issues...

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