Estate Planning
Fully invested in your peace of mind.
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Read articleIs 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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Read articleShould 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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Read FlipbookHow Canadian physicians are preparing for retirement
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Read articleWhat 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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Read articleFive 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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Read FlipbookRegistered disability savings plans
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Read FlipbookPutting market volatility in perspective
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Read FlipbookEstate 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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2:33Watch VideoEstate 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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Read FlipbookThe 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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