Newsletters | Empire Life

Latest issues from our Tax and Estate Planning team:

Sequence of Returns Risk; When Order Leads to Disorder article series

Case In Point

Case In Point - 2023, Issue 6 - Market Timing and Missing the Worst Performance Days
Case In Point - 2023, Issue 5 - Part 2 - The Impact of Separation or Divorce on Estate Planning in Ontario
Case In Point - 2023, Issue 4 - Part 1 - The Impact of Marriage on a Will
Case In Point - 2023, Issue 2 - Splitting non-registered investment income with a spouse
Case In Point - 2023, Issue 1 - Staying In The Market
Case In Point - 2022, Issue 6 - Estate equalization for farming families
Case In Point - 2022, Issue 5 - TFSA holding foreign investments
Case In Point - 2022, Issue 4 - TFSA and US person for income tax purposes
Case In Point - 2022, Issue 3 - Young professionals and positioning a life insurance policy
Case in Point - 2022, Issue 2 - Ontario’s new small estate probate procedure
Case in Point - 2022, Issue 1 - Where There is No Will, What Is The Way?
Case in Point - 2021, Issue 1 - RRSP Contributions for Working Seniors
Case in Point - 2020, Issue 1 - Splitting non-registered investment income with a spouse
Case in Point - 2019, Issue 10 - RRIFs and Successor Annuitant Benefits
Case in Point - 2019, Issue 9 - RRIFs and Changing Beneficiaries to Annuitants
Case in Point - 2019, Issue 8 - Home Buyers Plan and and marital/partnership breakdown
Case In Point - 2019, Issue 7 - Foreign Property and Canadian Tax Reporting
Case In Point - 2019, Issue 6 - Could high net worth Canadians with US situs assets be subject to US estate tax?
Case In Point - 2019, Issue 5 - Lake property as new principal residence
Case In Point - 2019, Issue 4 - Home Buyers Plan and death of a participant
Case In Point - 2019, Issue 3 - Blended Families, inheritance and intestacy
Case In Point - 2019, Issue 2 - What happens when large gifts made today exceed lower US estate tax limits later?
Case In Point - 2019, Issue 1 - Will CPP enhancements reduce the need for long-term savings in RRSPs and TFSAs?
Case in Point - 2018, Issue 12 - How disinherited family can end up with estate assets
Case in Point - 2018, Issue 11 - Make sure your beneficiary designations are current
Case in Point - 2018, Issue 6 - When a beneficiary may not be liable for taxes on deceased’s investment
Case In Point - 2017, Issue 11 - Diversification: risk and opportunity
Case In Point - 2017, Issue 10 - Market timing and missing the worst performance months
Case In Point - 2017, Issue 9 - Staying Invested in the Market
Case In Point - 2017, Issue 8 - Does retirement stop spousal support?
Case In Point - 2017, Issue 6 - Paying down debt: a great investment
Case In Point - 2017, Issue 5 - Tax Free Savings Account (TFSA) and successor holder
Case In Point - 2017, Issue 4 - TFSA and spouse as joint beneficiary
Case In Point - 2017, Issue 3 - Individual Insured Annuity: decoupled funding; higher income
Case In Point - 2017, Issue 2 - Individual Insured Annuity with a raise
Case In Point - 2017, Issue 1 - Traditional Individual Insured Annuity
Case In Point - 2016, Issue 12 - Planned Giving Using Life Insurance
Case In Point - 2016, Issue 10 - RRIFs: Deferring Income
Case In Point - 2016, Issue 9 - The Cottage: Included as a matrimonial home
Case In Point - 2016, Issue 6 - Probate or Capital Gains: A peril of joint ownership
Case In Point - 2016, Issue 5 - Testamentary Trust Jan. 1, 2016 and onwards
Case In Point - 2016, Issue 4 - Estate Qualifying as Graduated Rate Estate (GRE) Jan. 1, 2016 and onwards
Case In Point - 2016, Issue 3 - Spousal trust set up Jan. 1 2013 – Dec. 31, 2015
Case In Point - 2016, Issue 2 - Estate/Testamentary Trust established Jan 1, 2013–Dec. 31 2015
Case In Point - 2016, Issue 1 - Estate/Testamentary Trust up to Dec. 31, 2012
Case In Point - Vol 1, No. 01 - Foreign Property and Canadian Tax Reporting

Initiative Bulletin

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