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 ...

Guardianship Provisions

Friday, January 9th, 2015

For people with children under the age of 18, having an effective guardianship provision in one’s Will is essential. Although clients are generally aware of the need to include this provision, there’s often more to consider than might appear at first glance. Here are some significant and sometimes over-looked considerations ...

The Rush to Avoid the 21 Year Deemed Disposition Rule: a Word or Two of Advice

Thursday, December 18th, 2014

As a professional advisor over the years, I have learned to accept good advice as well if not more than giving it. Recently, Colleen Ma of Dunphy LLP wrote about how the rush to avoid the 21 year rule for discretionary family trusts can lead to real problems if not executed ...