Archive for the ‘Estate Planning’ Category

Are 36 Months Enough?

Friday, January 23rd, 2015

With the passage of the new estate donation rules by Parliament on December 16, 2014, the anxiety level in the estate planning community started to rise. The issue generating concern is the 36-month time period after death to distribute "estate donations" to charity, which is also known as the ...

Foreign reporting in the year of death

Tuesday, January 20th, 2015

The Canada Revenue Agency (CRA) recently shared its view on how to calculate the cost amount of shares held as capital property in the year of death of an individual. The CRA described a hypothetical situation where an individual died on July 1, 2013, owning property that was specified foreign property ...

So you own Walt Disney Stocks

Monday, January 19th, 2015

Disney, the embodiment of the American dream, both from the perspective of the success achieved by its founder and the sheer numbers of visitors for whom a Disney vacation is the culmination of their dreams. Acquiring shares of the Disney Empire years ago would undoubtedly have allowed an investor to ...