Personal Ownership – Tompkins Insurance

All Articles Personal Ownership Trusts

August 6, 2025

Of interest from the OBBBA

The One Big Beautiful Bill Act (OBBA) is law. From an estate planning perspective, the measures relating to the threshold for exemption from US estate tax are of interest to us.

Florence Marino

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All Articles Life Insurance Tax Non-Tax & Practical Issues Personal Ownership

April 9, 2025

Exiting Canada and life insurance – Part I – Leaving with personally held life insurance

Moving out of Canada with a personally owned life insurance policy is a lot more complicated than you might think!

Florence Marino

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All Articles Life Insurance Tax Personal Ownership

March 12, 2025

Moving to Canada with foreign life insurance

What are the tax consequences of moving to Canada with foreign life insurance?

Florence Marino

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All Articles Capital Dividend Account Capital Gains Corporate Ownership Life Insurance Tax Non-Tax & Practical Issues Personal Ownership Post-Mortem Planning

December 11, 2024

Joint last-to-die life insurance – Food for thought

When is joint last-to-die life insurance the right fit? And when is it not? Here are some considerations.

Florence Marino

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All Articles Charitable Gifts Corporate Ownership Personal Ownership

September 11, 2024

The rundown on in-kind charitable gifts of life insurance and some recent clarifications

For considerations and rules relating to in-kind gifts of life insurance and an update on recent, specialized clarifications from the 2024 CALU CRA Roundtable and the August 12, 2024 draft legislation concerning life insurance gifts.

Florence Marino

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All Articles Life Insurance Tax Personal Ownership

July 17, 2024

Roll-over of life insurance to a child – it’s a thing!

For a primer on the ins and outs of the rollover for transfers of a life insurance policy to a child.

Florence Marino

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Personal Ownership6

Of interest from the OBBBA

Exiting Canada and life insurance – Part I – Leaving with personally held life insurance

Moving to Canada with foreign life insurance

Joint last-to-die life insurance – Food for thought

The rundown on in-kind charitable gifts of life insurance and some recent clarifications

Roll-over of life insurance to a child – it’s a thing!

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Personal Ownership6

Of interest from the OBBBA

Exiting Canada and life insurance – Part I – Leaving with personally held life insurance

Moving to Canada with foreign life insurance

Joint last-to-die life insurance – Food for thought

The rundown on in-kind charitable gifts of life insurance and some recent clarifications

Roll-over of life insurance to a child – it’s a thing!

CATEGORIES

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Contact Us

Location