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Author: Margaret O'Sullivan

An Elegy to 2020

As we wind down this most unprecedented, uncharted, and unreal year in memory, it might be a good time to reflect on some important truths and essentials as 2021 is on our doorstep, but with hope now in sight as the vaccines start to roll out. The COVID-19 pandemic has

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Should Canada Have a Wealth Tax: Lessons Learned

In my prior blog of March 3, 2020, “Inheritance Tax, Wealth Tax and More Capital Gains Tax: The Future of Canadian Taxation”, I raised the issue of whether new forms of tax might be introduced on the Canadian scene, including an inheritance tax or an annual wealth tax. My blog

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Who’s in Charge? Key Considerations in Choosing Your Executors

Who will be in charge of executing your will is one of the most important decisions to make in the estate planning process. People often only consider close family members, but they may not always be the best choice. Here are some key considerations. An executor must be at least the

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Unintended Consequences: Multiple Taxation on Death

Last November 2019, I had the opportunity to organize a session and speak at the STEP Spotlight Conference in London, U.K., along with colleagues from several countries, including Brazil, U.S., Belgium, France, and the U.K. We discussed how our different countries tax on death and how double or even triple

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Is Canada Second Best on ‘Best Interest Standard’?

One of the issues in wealth advising and planning is the regulation of those who provide financial product sales advice and financial planning services—often offered under the nomenclature of estate planning or retirement planning advice. A lot has happened recently in many jurisdictions, including Canada and the U.S., as regulators

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