Archive for the ‘Estate Administration’ Category


Tuesday, October 18th, 2016

Recently the Canada Revenue Agency (the “CRA”) issued a technical interpretation on the application of the income attribution rules under the Income Tax Act (“ITA”) which serves as a good primer particularly when a personal representative is looking at the deceased’s prior year returns with joint accounts and ...

Family Conversations and Broken Telephone

Wednesday, September 28th, 2016

Fidelity Investments  released their third survey “Family and Finance” in June 2016. They interviewed families with a parent over age 55 and having an adult child over age 25. The key findings are very interesting. What parents want and what their children THINK they want is very different. 4 in 10 ...