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.
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!
March 12, 2025
Moving to Canada with foreign life insurance
What are the tax consequences of moving to Canada with foreign life insurance?
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.
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.
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.
