Planned charitable gifts: What you can donate, and the tax benefits
A planned charitable gift is a thoughtful way to give. The charity benefits from your gift, while you or your estate benefits from tax savings. Learn more.
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Estate Planning
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Is a spousal trust right for you?
Learn the benefits, rules, and strategies for using a spousal trust in Canada to protect your spouse's (and children's) eventual inheritance.
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Gifting or loaning assets to your adult children
Planning to loan or gift assets to your adult children now instead of as part of your will? Learn how it can be an essential part of your financial plan.
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My physician spouse has died. What do I need to do?
The death of a spouse can be overwhelming. If your spouse was a physician, here are some tasks you’ll need to look after and issues to consider.
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Estate planning for incorporated physicians
If you’re an incorporated physician in Canada, estate planning is more complex than for other physicians. Read our guide to learn more.
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The value of financial advice
Industry studies that attempt to quantify the value of financial advice have found that working with a financial advisor has real benefits. Learn more.
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Beneficiary designation and how it can benefit your estate plan
Designating a beneficiary for your registered account or insurance policy can provide important benefits. Here are the points to consider for estate planning.
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New trust reporting rules: What you need to know
Learn about the new reporting rules for certain types of trusts slated to come into effect for taxation years ending on or after Dec. 31, 2021.
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Is an alter ego trust or joint partner trust right for you?
If you want more control and flexibility over your assets, an alter ego trust or joint partner trust might be right for you. Learn why.
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Top questions about powers of attorney for personal care and property
Discover what Power of Attorney documents are and why you should have them, how to set up your Power of Attorney documents, and other important tips.
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Donor advised funds: A win-win for you and your charities
Donor advised funds (DAF) can make charitable giving more strategic, meaningful and impactful. Learn how.
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How to ‘divorce-proof’ your child’s inheritance
Here’s how to help “divorce-proof” your children's assets so they won't have to split their inheritance with their ex-partner.
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Executors 101: Choosing an executor to administer your estate
Your executor has a big role to play in settling your estate. Here's what you need to know to make the right choice for you.
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Your checklist of executor duties
While you may consider it an honour to be named the executor of an estate, do you know how to handle the role? Many people find the responsibilities of executorship difficult to manage.
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The ultimate guide to estate planning for Canadian physicians
From understanding the importance of an estate plan to getting it done, this guide will help get you thinking about how to meet your estate planning needs.
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Benefits of inter vivos trusts — Examples in action
Inter vivos trusts are commonly established for tax efficiency and personal needs. Learn more about the advantages and how to set up an inter vivos trust.
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Life insurance 101 for Canadian physicians
Watch a short explainer video on life insurance for medical students, residents and new to practice physicians.
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Passing down the family cottage
Learn how to manage the capital gains tax, which can be a major obstacle when passing down the family cottage to the next generation.
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Should you include a trust for your children in your will?
In this example using a physician and her husband, you’ll see the benefits of setting up a trust in your will for your children and grandchildren.
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The Kaminsky Family: Transferring their wealth tax-effectively
As MD Signature clients, the Kaminskys would receive an elevated level of personalized financial advice and comprehensive service. See the service in action.
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