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As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.
Download the executor’s checklist here.
Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2024 year on or before January 30, 2025.
On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that Parliament be prorogued.
Download our province and territory-specific 2024 Personal and Corporate Tax Integration Reference Card below.
Download our province and territory-specific 2024 Tax Planning Cards.
Alberta Tax Planning Card
British Columbia Tax Planning Card
Manitoba Tax Planning Card
The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.
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