Estate Planning

Fully invested in your peace of mind.

  • Estate planning checklist: Everything you need to know

    Estate planning checklist: Everything you need to know

    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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  • COVID-19 brings estate planning to the forefront

    COVID-19 brings estate planning to the forefront

    Taking care of yourself includes making sure your affairs are in order. Here are some questions to consider when it comes to estate planning during COVID-19.

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  • Want to transfer assets to your children now? Avoid these 5 costly mistakes

    Want to transfer assets to your children now? Avoid these 5 costly mistakes

    Before you transfer assets to your children during your lifetime, learn about some common mistakes you’ll want to avoid making.

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  • How to minimize taxes when transferring your wealth

    How to minimize taxes when transferring your wealth

    A good estate plan starts with understanding the tax consequences of the types of assets you own. The next step is to use strategies to mitigate their tax impact.

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  • Why you don’t want to die without a will

    Why you don’t want to die without a will

    Dying without a will can have significant negative consequences. Here are the five biggest reasons to make a will.

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  • 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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  • Registered disability savings plans

    Registered disability savings plans

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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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