For a limited time only, MD PlatinumTM Global Real Estate Pool is available exclusively to Canadian physicians and their families. Find out how global private real estate investments can add diversification, enhance performance, provide steady income and help lower portfolio risk.
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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.
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.
Before you transfer assets to your children during your lifetime, learn about some common mistakes you’ll want to avoid making.
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.
Dying without a will can have significant negative consequences. Here are the five biggest reasons to make a will.
If you have a corporation without a capable executor, you could be subject to double taxation.
If you have been named or asked to be an executor, be sure you understand the full extent of the responsibility.
Canadians who own investment property in the U.S. may have to pay U.S. estate taxes.
The MD Physician Retirement Readiness Study explores how Canadian physicians are thinking about and preparing for retirement.
This guide gives you an overview of estate planning and explains how you can minimize taxes at death.
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
If you are an incorporated physician, you can reduce the tax burden on your estate by donating shares from your private corporation
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.
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...
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...
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...
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,...
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...