Estate Planning

Fully invested in your peace of mind.

  • Is your corporate legacy a gift to the government? How to avoid double taxation

    Is your corporate legacy a gift to the government? How to avoid double taxation

    If you have a corporation without a capable executor, you could be subject to double taxation.

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  • Should you agree to be someone’s executor?

    Should you agree to be someone’s executor?

    If you have been named or asked to be an executor, be sure you understand the full extent of the responsibility.

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  • How Canadian physicians are preparing for retirement

    How Canadian physicians are preparing for retirement

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  • What physicians need to know about owning U.S. property

    What physicians need to know about owning U.S. property

    Canadians who own investment property in the U.S. may have to pay U.S. estate taxes.

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  • Five key findings about how Canadian physicians are preparing for retirement

    Five key findings about how Canadian physicians are preparing for retirement

    The MD Physician Retirement Readiness Study explores how Canadian physicians are thinking about and preparing for retirement.

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  • What’s your net worth?

    Add it up
  • Registered disability savings plans

    Registered disability savings plans

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  • Putting market volatility in perspective

    Putting market volatility in perspective

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  • Estate planning for incorporated physicians

    Estate planning for incorporated physicians

    This guide gives you an overview of estate planning and explains how you can minimize taxes at death.

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  • Estate planning for incorporated physicians2:33

    Estate planning for incorporated physicians

    If you intend to keep your corporation until the end of your life, it could add complexity to your estate plan. Without the right strategies in place, you could end up paying more tax than you need to

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  • Sharing the wealth: why it pays to donate private shares to charity in your estate plan

    If you are an incorporated physician, you can reduce the tax burden on your estate by donating shares from your private corporation

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  • The final login

    The final login

    You may already have a will and power of attorney in place. Be sure to protect your digital assets as well and share access with those you trust.

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  • Your Life Insurance FAQ

    Many people recognize that having life insurance  is a necessary part of their estate planning. But, life insurance can be hard to understand, so you’ll find answers to seven common questions...

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  • Setting Up a Trust for Your Children—A Case Study

    If you want to be sure that the assets you have accumulated over your lifetime will be passed on to your family after your death, you should consider the benefits of setting up a trust in your...

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  • Why You Need An Estate Plan

    Estate planning is about ensuring that your assets are distributed in the way you wish and minimizing the burden on your loved ones after you pass away. One of the most important aspects of estate...

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  • Benefits of Inter Vivos Trusts—Examples in Action

    Inter vivos trusts—created during your lifetime, as opposed to taking effect after death—are chosen for a variety of reasons. Two of the most common reasons are tax efficiency and personal needs,...

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  • What Is Estate Planning?

    Estate planning is the proactive, systematic process of “putting your affairs in order” so you can minimize the impact (includes tax, legal, accounting and administrative costs) on your estate...

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  • Your Estate Planning FAQ

    Creating, maintaining and executing a formal estate plan are important for most people. In addition to learning about the reasons why you need an estate plan, there are other related issues you...

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  • Do Young Physicians Need an Estate Plan?

    To most young adults starting out in their careers, estate planning seems like something for much older and much wealthier people. But even if you don’t have a long list of potential heirs or much...

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  • Why You Don’t Want to Die Without a Will

    When you think of preparing a will, what’s your first reaction: relief that you already have one, or embarrassment that you don’t?  Dying without a will (known as dying “intestate”) can have...

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  • Have a Professional Assist You as the Executor of an Estate

    Estate settlement often involves an array of technical and emotional issues. While it may seem like a privilege to be named an executor, the task also comes with significant responsibilities. An...

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