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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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Four estate planning questions

By Yisroel Sandel on January 07, 2024

Hearing that you ought to update your will is little bit like being told to take up jogging. Everybody knows it’s the right thing to do, but that doesn’t make…

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HOW TO TURN $25 MILLION OF TAX INTO $50 MILLION OF CHARITY

By Yisroel Sandel on December 01, 2023

A family sold their legacy real estate portfolio for $120 million, creating a tax liability of $25 million.They were prepared to pay the tax with no better options available.  When…

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