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Thursday, Sep 09th

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Tax - Estate

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1 LinkBeneficiaries: Doubt and designations
Advisor.ca June/10
2 LinkDealing with RRSP, RRIF losses
Advisor.ca June/10
3 LinkEarly estate planning guarantees investments will be passed down
Toronto Star Feb/10
4 Link2010: A good year to die - US Estate Tax
Jamie Golombek Jan/10
5 LinkGot heirs in the U.S.? Establish your own dynasty
Globeadvisor Nov/09
6 LinkA tax-efficient handover
Jamie Golombek Oct/09
7 LinkKeep the taxman's paws off your inheritance
Globeadvisor Sept/09
8 LinkDeath and taxes in the USA
Jamie Golombek August/09
9 LinkDeath and Taxes - Tax Treatment of Registered and Non-Registered Mutual Funds upon Death
Invesco Trimark June/09
10 LinkThe best tax break you've never heard of - Tax Treatment of RRSP's/RRIF/s upon Death
Jamie Golombek May/09
11 LinkChoose your RRSP beneficiaries carefully to take advantage of tax deferral
Globeadvisor Feb/09
12 LinkDeath, taxes and RRSPs
Jamie Golombek Dec/08
13 LinkHelp your heirs avoid the pitfalls of the family cottage
Globeadvisor June/08
14 LinkThe Pipeline Strategy (if you own a corporation at death)
Globeadvisor August/07
15 LinkCarefully consider RRSP ramifications in your will
Financial Post Feb/08
16 LinkInsurance: A Valuable Tax Tool
Globeadvisor June/07
17 LinkImportant tax issues you’ll need to know about when dealing with your loved one’s estate
Grant Thornton
18 LinkExecutor Decision -Taxation and Estates
Advisor.ca April/03
19 LinkSharing the Wealth: Grandparents may find it better to bequeath assets rather than gift them while they are still living.
Advisor.ca
20 LinkPlanning Around Probate Fees: Joint Tenancy vs Alter Ego Trusts
Mackay LLP