Client Friendly Info

Links regarding:

Family & Personal 

Caring For Aging Parents (PDF)

Joint Accounts (PDF)

Planning For A Family Cottage (PDF)

Guardianship (PDF)

Home Buyers Plan

Home Buyers Plan (PDF)

Home Buyers Plan - Recent Changes (PDF) 

Taxation

Death And Taxes (PDF)

Income Splitting (PDF)

Aging & Taxation (PDF)

Investment Income & Its Impact On OAS (PDF)

Simple Tax Calculator (via Simpletax.ca)

Estate & Probate

The Role Of An Executor (PDF)

Estate Plannng : 10 Simple Steps (PDF)

Estate Plannng : 10 Step Checklist (PDF)

Probate Planning To Minimize Estate Costs (PDF)