Following concerns expressed in recent years by some insurance industry regulators regarding the use of life insurance as a charitable giving vehicle, it was recommended that interested parties establish best practices to ensure appropriate processes and measures are followed when making use of insurance products for charitable donation purposes.

Our firm was deeply involved in the development of these free resources.

Leave a gift from your TFSA, RRSP or RRIF in under 60 Seconds.

*Please note this strategy does not work in Quebec, nor is it applicable for LIRAs, LRSPs, LRIFs or LIFs.

The current transfer of wealth from one generation to the next is unprecedented. Estate planning has become more urgent and complex and estate litigation is all too common. People are also living longer and elder care is now a pressing and inescapable issue for many individuals and families. While there is an abundance of information about estates, trusts and elder issues available on the internet and elsewhere, this information is often confusing, unreliable, or not applicable in Ontario.

All About Estates is a collaborative blog that brings together lawyers, accountants, trust officers, and social workers to provide you with current and accurate information about estates, trusts, tax, litigation, guardianship and elder care.