Tax & Estate

Pros and cons of family trusts

New legislation may make trusts less attractive, yet they still have advantages for some client families

By Matt Trotta |September 25, 2024

4 min read

Intergenerational wealth transfers: Part 2

Strategies for gifting while living versus at death

By Wilmot George |September 19, 2024

7 min read

Intergenerational wealth transfers: Part 1

The pros and cons of gifting while living versus at death

By Wilmot George |September 11, 2024

3 min read

Income splitting revisited

Options to address attribution rules include planning with life insurance

By Kevin Wark |April 15, 2024

4 min read