An alternative approach to income and inheritance in blended families Published by Investment Executive September 15, 2026 Spousal trusts are often the default solution in blended-family estate planning because they can provide income to a surviving spouse while limiting access to capital and preserving the remaining wealth for children from a prior relationship. However, that apparent balance can mask an underlying tension. The spouse needs income during life; the children a

Link to CPA Ontario Program

Hosted by The Estate Planning Council of Canada Link to the course This session will outline strategies and highlight pitfalls associated with the preparation and filing of terminal tax returns. Participants will be exposed to common challenges in the preparation of terminal returns and how those obstacles can be avoided and or mitigated. Topics include final income, claiming tax credits, T1 adjustments, capital gains and losses and understanding spousal rollovers. Through re

Help clients consider an investment policy statement in their wills Published by Investment Executive April 12,2023 A major element of estate planning is determining the assets, and their value, to be left to estate beneficiaries. However, the estate plan may not specify how the assets are to be invested and managed post-death and prior to distribution to beneficiaries. Unless the will specifies an approach and constraints, an executor (a.k.a. estate trustee) will have signif