Wealth Transfer
Wealth Transfer — All content on The Advisors Table.
Episodes
SoloFamily Trusts Explained: Why The Wealthy Never Gift Their Kids Anything
Why wealthy Canadian families never put assets in their kids' names, how a family trust actually works, and the timing decision worth $1.3 million.
- Family Trust
- Trust Planning
- Income Splitting
EpisodeHelping Your Kids? CRA Takes a Cut
Why “gifts” can create tax exposure for parents.
- Wealth Transfer
- Family Trust
- Income Splitting
SoloCRA Tax Rule That Wipes Out Inheritances
How death can trigger layers of tax that erase millions in family wealth – exposing business owners and estates to probate, liquidity crisis, and devastating double and triple taxation without proper planning.
- Estate Planning
- Post-Mortem Planning
- Probate
EpisodeCRA Bill That Destroys Wealth After Divorce
Why family law, tax rules, and poor documentation can turn parental help into an unintended wealth transfer.
- Wealth Transfer
- Estate Planning
- Case Study
SoloCRA Takes 80% When You Die
How dying with an incorporated business can trigger layers of tax that devastates family wealth – and why post-mortem planning is critical before it's too late.
- Estate Planning
- Post-Mortem Planning
- Probate
Posts
Should You Put Assets In Your Kids' Names? Why Wealthy Canadian Families Never Do
Wealthy Canadian families almost never put assets in their kids' names. Here's why, how a family trust works instead, and the timing decision worth $1.3 million.
The RRSP Trap: Why CRA Takes 54% Of Your RRSP When You Die (And How To Stop It)
A $1 million RRSP can trigger a $540,000 tax bill at death. Learn the little-known strategy that can legally reduce that tax burden and preserve more wealth for your family.
Will vs. Trust: Which One Actually Controls Your Assets In Canada?
Most Canadians think their will controls everything they own – but beneficiary designations, joint ownership, probate, and tax rules often determine where assets actually go.
