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Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
As if a liquidity crisis and the prospect of a recession weren’t reasons enough to raise concern over the banking sector, another threat has reared its head: commercial real estate (CRE).
Raising a family can put all kinds of pressure on your time and money. Here are a few pointers to help you navigate the “crunch,” so you can be better prepared for the future.
Many parents want to help their kids buy a first home. Is this a good idea, and if so, what’s the best way to do it?
Most couples will face a knotty financial problem that will test their love for each other. If arguing about money is upsetting a great relationship, here are some things to consider.
Too many Canadians are dying without a Will, leaving children, heirs and assets in limbo. Here’s why you should consider writing your own will today.
Is there a difference in your rights and responsibilities between common-law and married couples? It may be a good idea to find out before you shack up.
If retirement is on the horizon, but it feels like there's still so much to do, feel free to take a breath. This checklist may help alleviate some of your worries.
The Alternative Minimum Tax (AMT) is an income tax calculation that can result in an unexpected tax bill for the unwary. The AMT rules apply a flat tax rate to income exceeding a certain threshold, which may result in a higher tax liability than would be payable under the ordinary rules. Advanced planning may help minimize the impact of AMT and allow individuals to organize their affairs in a more tax-efficient manner. While all provinces have their own AMT and even trusts are subject to AMT, we will only cover the specifics of the federal AMT as it applies to individual taxpayers.
We take pride in delivering personalized advice. To achieve this, we take a 360-view of your present situation to learn more about your vision for the future and develop long-term strategies to help you achieve your objectives, goals, and priorities.
