All About Estates

Month: November 2010

Total 22 Posts

Unused capital losses

What to do with unused capital losses – here is another opportunity to save taxes

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So you think you can Avoid ‘Uncle Sam’ part II…

So you are a Canadian citizen and resident, surely ‘Uncle Sam’ has no right to your Estate on your death. Unfortunately ‘Uncle Sam’s’ arm – his estate tax arm that is – can reach across the border to impose taxes on the Estate of a non-resident/non-citizen of the United States.

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Please pass the gravy

Many families will be traveling this week for the American Thanksgiving holiday. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different.

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Philanthropy is personal; fundraising is social

There are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans.

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Choose your Estate Battles Carefully

Not a happy day for respondent beneficiaries where a rectification application they opposed was granted and the court then ordered that they pay the costs of the applicant personally. Estate litigation is no cake walk.

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Rights and things can reduce the tax burden on death

As we all know, the more you earn the more you pay in tax. There may be an exception to this norm on death when amounts are due to the deceased at the time of passing.

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How Can Employers Assist and Retain Their Older Employees?

Retirement and the older worker, what can employers do to help?

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