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.
Read article
Estate Planning
Fully invested in your peace of mind.
-
-
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.
Read article
-
Estate planning considerations for early practice physicians
Tuesday, October 6 | 7 p.m. EDT
Read article
- Listen now
- register now
-
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.
Read article
-
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.
Read article
- Join now
-
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.
Read article
-
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.
Read article
-
How to talk to your children about their inheritance
It’s a good idea to share at least some of your wealth transfer plans with your adult children. Here are some tips for how to start the conversation.
Read article
- Follow us
-
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.
Read article
-
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.
Read article
-
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.
Read article
-
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.
Read article
-
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.
Read article
-
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.
Read article
-
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.
Read article
-
How Canadian physicians are preparing for retirement
Read Flipbook
-
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.
Read article
-
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.
Read article
-
Registered disability savings plans
Read Flipbook
-
Estate planning for incorporated physicians
This guide gives you an overview of estate planning and explains how you can minimize taxes at death.
Read Flipbook
-
Loading More...
