graduated rate estate – Tompkins Insurance

Latest Insights

Technical amendment expands the time frame for post-mortem capital loss carry-back planning

We welcome the August 12, 2024 technical amendment to subsection 164(6) which extends the time…

Florence MarinoAugust 28, 2024

Latest Insights

Post-mortem planning – Some updates

For an update on recent post-mortem planning items and a reminder that life insurance can…

Florence MarinoJuly 3, 2024