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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Estate Planning
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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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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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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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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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Bringing estate planning to the forefront
We recently held an estate planning webinar series. Watch the recording from the session in your region!
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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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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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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.
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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
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
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
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
Dying without a will can have significant negative consequences. Here are the five biggest reasons to make a will.
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How to avoid double taxation on your corporation in Canada
The possibility of your estate being taxed twice is an important issue for incorporated physicians to consider. Learn how to avoid double taxation.
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