Tax

Tips for giving inheritances to disabled children

If a disabled client receives an inheritance, it can interfere with federal and provincial social assistance benefits. So you must do special planning to prevent any erosion of benefits, while allowing assets to build for the future.

By Carol Bezaire |July 5, 2012

4 min read

Protect the family cottage

A leading property insurer shares the following tips and considerations for making sure your cottage getaways are both fun and safe this season.

By Neal Muschett |July 5, 2012

2 min read

Americans in Canada get tax reprieve

Americans in Canada can come out of hiding now that the IRS is offering amnesty to delinquent tax filers.

By Melissa Shin |July 4, 2012

2 min read

Why prepay the funeral?

Most advisors don’t know the cost of a funeral. “I’ve been doing this 14 years, and every financial person says a funeral costs $10,000,” says funeral director Kat Downey.

By Melissa Shin |July 3, 2012

2 min read