
Bare trusts: New reporting rules may surprise you
The term “bare trust” may be something you’ve heard about but not contemplated too much. Until fairly recently, you may in fact have had a

The term “bare trust” may be something you’ve heard about but not contemplated too much. Until fairly recently, you may in fact have had a
Understanding how your structure holds your assets is a key part of figuring out a plan that helps you protect assets and save assets while

Over many years of speaking with real estate investors, both new to the business and those who have been investing for many years, the number

Is it possible to get financing with a family trust? I’ve encountered this question numerous times, and I understand the importance of finding clarity on

Today, I want to tackle a question that I often hear when introducing the concept of a family trust to my clients: “How do I
Today, I want to dive into a topic that hits close to home for many of us: the costly consequences of thinking we “know better”
It was my pleasure to recently sit down with Corey Young, one of the founders of Investor Life, as part of their Tactical Tuesday sessions.

Today I’m diving into a topic that’s crucial for you as a medical professional in Canada to understand: family trusts. In this blog post, I

Now, I know I usually sprinkle rainbows and lollipops about setting up family trusts, but let’s dive into the real talk about the three family

You might be wondering, “When should you set up family trust?” Is it when the kids are born, when they hit a certain age, or

Today, I’m delving into the realm of investment opportunities—specifically, investing in a limited partnership (LP). As someone who works with many General Partner/Limited Partner structures

As someone passionate about maximizing wealth while minimizing tax burdens, I’m excited to unravel some of the mysteries behind why setting up a family trust

In my many meetings over the years, I often get to answer the questionWhat is a family trust? With rules changes in the mid-2010s, the

Questions about family trusts are one of the hottest topics I discuss with real estate investors. Watch my Ultimate FAQ for Real Estate Investors video

Canadian real estate investors, medical professionals, and other business owners are constantly seeking ways to create tax savings and generate wealth, to realize a lasting