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Estate Planning Missteps -Observations from a Grizzled Accountant


On Friday, Canadian Family Offices.com published the first of a two part-series I wrote titled, "Three big estate-planning
missteps, from a long-time accountant"
. Canadian Family Offices is a new resource for high-net-worth people and the family offices and advisors who manage their finances.


While the target audience of this series includes families that have their own family or multi-family office and high-net-worth individuals, the discussion is applicable, at least in part, to anyone whether your estate is $100,000 or $100,000,000.

The article can be found here


This site provides general information on various tax issues and other matters. The information is not intended to constitute professional advice and may not be appropriate for a specific individual or fact situation.
It is written by the author solely in their personal capacity and cannot be
attributed to the accounting firm with which they are affiliated. It is not intended to constitute professional
advice, and neither the author nor the firm with which the author is associated
shall accept any liability in respect of any reliance on the information
contained herein. Readers should always consult with their professional advisors in respect of their particular
situation. Please note the blog post is time sensitive and subject to
changes in legislation or law.