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FAMILY TRUSTS & THE 21 YEAR RULE

By Yisroel Sandel on November 01, 2012

Family trusts are popular estate and succession planning vehicles for a good reason: they can be versatile and effective tools to help manage family wealth and taxes. But many Canadian…

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MDRT: Million Dollar Round Table Meeting Notes!

By Yisroel Sandel on June 15, 2012

I am just back from the MDRT Million Dollar Round Table annual meeting taking place this year in the Anaheim California convention center, where I had the chance to meet…

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Government Retirement Benefits.

By Yisroel Sandel on March 01, 2012

The Canadian government recently announced that it would do everything to make sure that retirement plans such as the Old Age Security (OAS) plan and the Canada Pension Plan (CPP)…

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RRSP’s: Does It Save You Tax?

By Yisroel Sandel on February 01, 2012

What does RRSP's do? The most typical response to this question is that they defer taxes. Should you get that answer as well, then you’ve got it only half right!…

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