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Key Estate Planning Strategies  for 2025

  Jan 15, 2025   |    Estate Planning, family estate planning, personalized estate plan, tax plans, trust income tax returns, spousal trusts, legacy, MacMillan Estate Planning, Tax Law Changes

The Importance of Family Trusts

  Jul 11, 2023   |    Estate Planning, family estate planning, investment property

Revisiting Your Estate Plan in the New Year

  Dec 30, 2022   |    Estate Planning, Tax Planning, Trust Planning, Will Planning, family estate planning, legacy, Wealth Planning, Succession Plan, Retirement Plan

How can Canadian Snowbirds avoid US tax implications?

  Sep 02, 2022   |    Tax Planning, inheritance, family estate planning, tax plans, canadian revenue agency, tax returns, Canada Revenue Agency, CRA, Enhanced Tax Planning Strategies, snowbirds

What Documents need Updating during a Divorce?

  May 25, 2021   |    Estate Planning, family estate planning, estate plan, family, personalized estate plan, divorce, lifestyle

Is Your Child’s Inheritance Divorce-Proof?

  Mar 25, 2021   |    family estate planning, retirement

Taking Back Control: Protecting Your Retirement and Legacy f...

  Feb 04, 2021   |    family estate planning, retirement

A quick estate planning win for 2021: update your beneficiar...

  Jan 06, 2021   |    family estate planning, beneficiaries, estate plan

Is the Equal Division of Assets the Same as Fair Division?

  Aug 19, 2020   |    family estate planning, estate plan, equal division of assets, fair division

Make the Most of Gifts to Your Family

  Apr 17, 2019   |    family estate planning, gifts

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