Trusts & Estates – Transitions
Talk about trusts and estates and you're talking about how life unfolds now and for future generations. Discover stories from Fiduciary Trust Company of Canada addressing the technical and human side of structuring and implementing wills and trusts. Read topics ranging from income splitting to establishing a power of attorney for health care to executor responsibilities.
- The Right Trust for the Right Child
- Elaine V. Wilson
- April
- 2013
- Innovative thinking, such as a Financial Skills Trust, can help you meet each child's distinct needs. Learn how trusts can help ease concerns and foster a brighter future.
- The Taxing Issue of Future Withdrawals
- Robyn M. Carson
- April
- 2013
- Sizeable RRIF withdrawals do not have to mean large tax bills. Start planning for alternatives now.
- Digital Assets: Overlooked and Underappreciated
- Thomas E. Junkin
- Fall
- 2012
- Use email or buy books online, or pay bills electronically? Then you have digital assets. But in the realm of estate planning the question of what happens to those assets when the owner dies is simply overlooked.
- Feeling the Squeeze
- Stephen E. Reichenfeld
- Summer
- 2012
- The challenges of eldercare can appear daunting, especially for baby boomers who may be supporting two generations—their children and their parents. But planning and good advice can help smooth the path.
- An Important Summer Read
- Elaine V. Wilson
- Summer
- 2012
- Taking advantage of summer to review estate documents, including your will and powers of attorney/personal and health care directives, may be the most value summer reading you do.
- Taking Care of Your Business
- Elaine V. Wilson
- Spring
- 2012
- The ripple effects of great succession planning (or no planning) can be far-reaching and long lasting, particularly for family businesses. Find out what's necessary to leave your family the best possible legacy—a smooth transition of your business to the next generation.
- How Do You Want to Live?
- Elaine V. Wilson
- Fall
- 2009
- The content of a Power of Attorney is often given short shrift in estate planning, especially given the sizable impact it can have on your life and those around you. Elaine Wilson discusses the three key areas that can make a difference.
- When You Become One
- Fiduciary Trust Canada
- Summer
- 2006
- What do you do when you suddenly find yourself newly single and in charge of the family investments? We highlight steps for choosing a trusted advisor and gaining a clear picture of your situation. We suggest ways to help make a confusing time less so.
- Putting Power in the Right Hands
- Elaine V. Wilson
- Summer
- 2006
- We look at the details and importance of appointing a power of attorney (PA). What happens if your PA can no longer fulfill their duties? Read Oscar and Mona's story to see how life's twists and turns can erode original plans. Read how your family can avoid a similar situation.
- Living Trusts Offer Current Answers
- Fiduciary Trust Canada
- Winter
- 2004
- Establishing a trust during your lifetime can address financial situations such as child support, charitable donations, and income splitting. We touch on factors to consider when establishing a living trust such as selecting a trustee. Begin to see whether a living trust may help answer the specific issues your family and you face.