Warn clients about new trust reporting rules | Investment Executive
Simple arrangements such as joint bank accounts could be caught| Investment Executive
Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and deadlines for T3 returns. The post An update on trust tax return filings for 2025 appeared first on MoneySense.| MoneySense
For most people, retirement accounts like IRAs and 401(k)s represent a lifetime of careful saving and investing. These accounts are often major assets within an estate, and they play a key role in how wealth is passed on to loved ones. However, few people realize how complex the rules are for what happens to these funds after death, or how many layers of taxation can apply. Without proper estate planning, a large portion of your retirement savings could be lost to federal and state taxes be...| Gierach Law Firm
For many families in Naperville and DuPage County, home means more than simply where they live. It is a place filled with memories, traditions, and a sense of stability. When planning for the future, many clients want to ensure that this home remains in the family while also reducing estate tax exposure. One of the most effective tools for accomplishing this is a Qualified Personal Residence Trust (QPRT). A QPRT allows you to transfer your home to your beneficiaries at a reduced tax cost whil...| Gierach Law Firm
As an estate planning and elder law attorney, I have seen a lot of families over my 25 years of practicing law. There are five topics that I wish many families knew about estate and asset protection planning: 1. One of the big benefits of estate planning is the ability to reduce conflict. Family dynamics […] The post Five Things I Wish Families Knew About Estate Planning appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
Marshall, Parker & Weber, LLC is proud to announce that Managing Principal Tammy A. Weber and Principal Matthew J. Parker have been selected by their peers for inclusion in the Best Lawyers in America® 2026 Edition, an honor that recognizes their continued leadership in both Elder Law and Trusts and Estates. By bringing this nationally […] The post Marshall, Parker & Weber Attorneys Recognized in The Best Lawyers in America® 2026 appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
Simple arrangements such as joint bank accounts could be caught| Investment Executive
Clients may have bare trust arrangements without being aware of them| Investment Executive
Clients should be prepared for new obligations| Investment Executive
New disclosure rules come into effect in the 2021 tax year| Investment Executive
A firm called Arka Wealth have widely promoted a tax scheme which they claim avoids all corporate tax, income tax, capital gains tax and inheritance tax – not just in the UK but across Europe. They work with a barrister called Setu Kamal, who they say is “one of Europe’s leading tax barristers”. Arka Wealth’s […]| Tax Policy Associates Ltd
Not much on pensions but the book had some useful information on estates, trusts, and wills.| Burypensions Blog
Over the years, many of my clients have asked me how to avoid probate. They believe it must be avoided to simplify their affairs when they pass to the great beyond. The reality is that probate in many states, such as Pennsylvania, is not as expensive or time consuming as some would have you believe. […] The post Why Does Probate Get Such a Bad Name? appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
Agency says it won’t apply gross negligence penalties for non-filing of 2023 bare trust returns except in “egregious cases”| Investment Executive
Filing is required only if directly requested by the Canada Revenue Agency| Investment Executive
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public| Investment Executive
Report outlines CRA communication failures that resulted in wasted time, effort, from taxpayers| Advisor.ca
Here’s all you need to know about estate planning for blended families. Want to secure your family’s future? Set up wills and trusts online with Zenco.| Zenco Legal
Here are some smart reasons for setting up a trust. For legal advice and assistance online, contact Zenco’s legal experts now.| Zenco Legal
