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Make a will…

By Yisroel Sandel on July 01, 2024

I recently read about someone who was relatively a wealthy person, married, had 3 kids and was in his early 40s. His intention was to make a will and leave…

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Estate Planning Tips

By Yisroel Sandel on June 02, 2024

Regardless of the size of your estate, an effective estate plan is necessary if you want to make sure that the right parties inherit your assets. If tax is an…

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Rethinking Estate Planning.

By Yisroel Sandel on May 01, 2024

"Originally published in the February 2017 Forum Financial Magazine Written by Deanne Gage." When I visited my dad in Nova Scotia, there was always a trip to see his various…

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Trusts, some of its benefits.

By Yisroel Sandel on March 01, 2024

Here are some of the benefits you may enjoy by having a trust. 1. Saving taxes You can save on taxes by having a trust, For example, it's possible to…

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Leave your assets to your heirs instead of the CRA

By Yisroel Sandel on February 01, 2024

Unlike the U.S., Canada has no estate or inheritance tax. Yet despite this, death can trigger a significant income tax bill that, if not properly planned for, can leave an…

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