Archive for the ‘Insurance’ Category

Elder Care Planning

Friday, October 24th, 2014

A recent Ipsos-Reid report found older Canadians lack confidence in the health-care system’s ability to provide for seniors in the future. With the aging population and strains on the various government systems and agencies for seniors, elder care planning is becoming more crucial. The shift in the demographics of our society ...

LIFE INSURANCE AND THE SMALL BUSINESS CAPITAL GAINS EXEMPTION: AN UPDATE AND A GOOD ONE!

Wednesday, November 27th, 2013

About a year ago, a fellow blogger wrote about the value of corporate owned life insurance policy and its impact on the ability to claim the small business corporation share capital gains exemption. In his blog, he commented that if at the time of sale or deemed sale, ten percent or ...

An Update on Estates and Trusts

Tuesday, October 29th, 2013

Recently RBC hosted an update on estates and trust law for lawyers and accountants. In addition to interesting information on the use of insurance in estate planning, Leanne Kaufman, author the Executor’s Handbook, 4th Edition, gave a very good presentation with updates on British Columbia’s Wills, Estates and Succession Act, ...