Estate planning – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Mon, 06 Jan 2025 21:41:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Estate planning – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 In Ontario, intestate provision treating separated spouses as divorced takes full effect https://uat-phoenix.investmentexecutive.com/news/in-ontario-intestate-provision-treating-separated-spouses-as-divorced-takes-full-effect/ Mon, 06 Jan 2025 21:41:14 +0000 https://www.investmentexecutive.com/?p=499548 The great wealth transfer or the great disappointment? https://uat-phoenix.investmentexecutive.com/news/the-great-wealth-transfer-or-the-great-disappointment/ Fri, 03 Jan 2025 20:14:55 +0000 https://www.investmentexecutive.com/?p=499465 Help your client sell their beneficial interest in an estate https://uat-phoenix.investmentexecutive.com/insight/help-your-client-sell-their-beneficial-interest-in-an-estate/ Mon, 18 Nov 2024 21:00:03 +0000 https://www.investmentexecutive.com/?p=496892 Executor overstepped, ordered to pay costs https://uat-phoenix.investmentexecutive.com/uncategorized/executor-overstepped-ordered-to-pay-costs/ Fri, 25 Oct 2024 22:28:05 +0000 https://www.investmentexecutive.com/?p=495540 Manage capital gains tax changes as year-end approaches https://uat-phoenix.investmentexecutive.com/newspaper_/manage-capital-gains-tax-changes-as-year-end-approaches/ Tue, 08 Oct 2024 15:00:00 +0000 https://www.investmentexecutive.com/?p=494124 Avoiding double taxation when an incorporated client dies just got easier https://uat-phoenix.investmentexecutive.com/newspaper_/avoiding-double-taxation-when-an-incorporated-client-dies-just-got-easier/ Fri, 13 Sep 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=492351 Court rejects appeals from fund rep, OSC https://uat-phoenix.investmentexecutive.com/news/court-rejects-appeals-from-fund-rep-osc/ Fri, 30 Aug 2024 17:04:37 +0000 https://www.investmentexecutive.com/?p=491914 In both estate administration and angling, it pays to prepare for the unexpected https://uat-phoenix.investmentexecutive.com/insight/in-both-estate-administration-and-angling-it-pays-to-prepare-for-the-unexpected/ Tue, 20 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491074 Big banks to eke out modest earnings growth: Fitch https://uat-phoenix.investmentexecutive.com/news/big-banks-to-eke-out-modest-earnings-growth-fitch/ Fri, 09 Aug 2024 19:46:59 +0000 https://www.investmentexecutive.com/?p=490849 Liberal tax promise tracker, post–capital gains edition https://uat-phoenix.investmentexecutive.com/news/liberal-tax-promise-tracker-post-capital-gains-edition/ Tue, 09 Jul 2024 13:18:16 +0000 https://www.investmentexecutive.com/?p=488643