Tag · Personal & Family

Wealth Transfer

Wealth Transfer — All content on The Advisors Table.

2 episodes · 1 post · 0 guides · 0 resources

Episodes

Solo
CRA 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
- CRA Audit
- CRA Powers
- +2 more
Jan 30, 2026
Episode
CRA Bill That Destroys Wealth After Divorce
Why family law, tax rules, and poor documentation can turn parental help into an unintended wealth transfer.
- Estate Planning
- Business Sale
- Corporate Reorganization
- +13 more
Jan 27, 2026

Posts

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, and probate rules often decide where assets actually go. Learn how wills, trusts, probate, and tax planning work together to protect family wealth and avoid costly estate mistakes.
May 21, 2026