If you do not have a co-ordinated strategy, you may be. With over 20 years of experience in many aspects of the estate planning process, we can help spot the potential pitfalls and roadblocks to the successful implementation of a plan.
We often employ the Accelerated Estate Program™ as a planning tool to help our clients and their advisors stay in touch and on track.
™The Accelerated Estate Program is a registered trademark of Colin Brown Insurance Services Limited.
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Dealing with Vacation Homes in the United States
Goodbye to Single-Purpose Corporations
Effective January 1, 2005, the Canada Revenue Agency (the “CRA”) has reversed its long-standing...