There are several personal, trust and corporate income-tax-filing extensions for Canadians this year. Which ones apply to you ...

Succession planning requires careful consideration of all assets and a deep understanding of the legal, tax, and practical ...

The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need ...

Australia’s first billionaire died of a heart attack in 1990 at the age of 53. The problem was he didn’t leave a valid will.

Executing a nominee form is not akin to it ... to applicable succession laws." Testamentary inheritance occurs when a person leaves a will or trust deed specifying how their assets should be ...

Designating beneficiaries, as well as setting up a will and a trust, can be ways to ensure ... can set this up by filling out and submitting a form provided by the bank. Similarly, investment ...

Eligibility for need-based financial aid depends on the student’s demonstrated financial need. Structured settlements can change how a student's financial aid is evaluated. Financial need is the ...

Few provisions of the Code have a single, clear meaning that leaves no room for interpretation. Even many of those that, on the surface, appear ...

Any other individual designated on a decedent-account owner’s beneficiary designation form is deemed to be a ... is designating a charitable remainder trust as the beneficiary of such plan ...