Estate planning for the single doctor: Do you still need a will?
If you don’t have a spouse or partner, or any children, you might think you don’t need a will, but there are still compelling reasons to prepare an estate plan. Learn why.
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Estate Planning
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What are probate fees and how to avoid them
Learn what probate fees are and how to reduce or avoid them altogether when finalizing your estate plan.
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Planning ahead: When, why and how best to wind down your corporation
Request the recording of this webinar where we discussed corporate planning strategies that could help you lower taxes and leave more behind for your family
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The Moldenhauer Family: Optimizing taxes and protecting their wealth
As MD Signature clients, the Moldenhauers receive an elevated level of personalized financial advice and comprehensive service. See the service in action.
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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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Estate planning checklist: Everything you need to think about
Whether you need to create a new estate plan or update an existing one, review our checklist to make sure you've got what you need.
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Do young physicians need an estate plan?
Does estate planning seem like something for much older and much wealthier people? Think again. Learn what you can include in your estate plan now.
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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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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 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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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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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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