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Viewpoints about Probate
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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Provincial probate/verification fees and tax chart
A reference chart which outlines probate fees and tax based on the value of an estate applicable to each province.
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Alter ego trusts: the answer to probate fees? (national edition)
Alter ego trusts boast creditor protection and probate fee savings. But so do segregated funds and insurance GICs, which are simpler and more affordable.
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Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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Common wealth transfer mistakes (national edition)¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Quebec edition: Wills 101
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
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RRSPs and RRIFs on death
Contributions to Registered Retirement Savings Plans (RRSPs) are deductible and any growth or income earned on the underlying investment in the RRSP or Registered Retirement Income Fund (RRIF) is not taxed until withdrawn. This article looks at some frequently asked questions to provide more clarity on what happens on the death of an RRSP or RRIF owner.
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Taking capital gains or losses now to avoid probate and estate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
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Ontario estate administration: Two small but important changes for 2020
The 2019 Ontario budget announced two small but important changes to estate administration that are effective January 1, 2020. Now, although these changes are welcome, they are small and likely do not have a material impact. With that in mind, advisors should be reviewing estate plans put in place for their clients.
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Ontario Estate Information Return
Executors in Ontario must file an Estate Information Return for probate. Learn about the requirements including timing, assets and liabilities that are included, the penalties for late filing and more.
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