Estate Planning

May & June 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 315 for May & June 2019. This edition of COMMENT looks at four issues: Non-deductible Fines and Penalties, Fees Paid to a Power of Attorney, Managing … read more

January & February 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 301 for January & February 2017. This edition of Comment looks at three issues: when contracts result in unintended tax consequences, a new year: revisiting marginal … read more

March & April 2016 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 296 for March & April 2016. This edition of Comment looks at: clarity of intentions will reduce uncertainty, a new year and new federal … read more

March & April 2015 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 290 for March & April 2015. This edition of Comment looks at: changes to estate taxation; tax deduction of interest expenses; and tax planning in … read more

July & August 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 286 for July and August 2014. This issue deals with: Eligibility for the pension benefits tax credit, optimizing Old Age Security payments, the … read more

May & June 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 285 for May and June 2014. This issue deals with: CPP Retirement Benefit: It’s All in the Timing, Eligible Capital Property Under Review, … read more

March & April 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 284 for March and April 2014. This issue deals with: “Kiddie” Tax Net Continues To Expand, Shareholder Loans: Beware Of Taxable Events, Canadian Farm Operations … read more

January & February 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 283 for January and February 2014. This issue deals with: Tax return filing tips, charitable gift planning in a will, role of the prescribed … read more

May & June 2013 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 279 for May and June 2013. This issue deals with Testamentary Trusts in the Spotlight, First-Time Donor’s Super Credit, Portable Life Insurance and … read more

March & April 2013 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 278 for March and April 2013. This issue deals with Now That the RRSP Mad Dash has Passed, What’s Next?, Ensuring Property Vests … read more