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    Estate Planning

    Beneficiary Designations in Estate Planning Estate PlanningLife Insurance

    Beneficiary Designations in Estate Planning

    When contemplating how you want your estate to be divided, care should be taken when it…
    David Mason
    David MasonAugust 27, 2019
    Donor Advised Funds Estate PlanningInvestingPhilanthropy

    Donor Advised Funds

    In our view, success in business and in life can be measured by the ability to…
    David Mason
    David MasonMarch 22, 2019
    Keeping the Family Cottage…in the Family Estate PlanningLife Insurance

    Keeping the Family Cottage…in the Family

    With the recent real estate boom in BC, cottages and other vacation properties have increased significantly…
    David Mason
    David MasonJune 26, 2018
    Splitting Owner & Beneficiary: Corporations Estate PlanningLife InsuranceShareholder Issues

    Splitting Owner & Beneficiary: Corporations

    Budget 2016 proposes changes for the Capital Dividend Account (CDA).  In addition to the changes outlined…
    David Mason
    David MasonApril 7, 2016
    Changes to the Capital Dividend Account Estate PlanningLife InsuranceShareholder Issues

    Changes to the Capital Dividend Account

    The 2016 Federal Budget announced changes that will impact the Capital Dividend Account and transfers of life…
    David Mason
    David MasonMarch 30, 2016
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