TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS) Investments Did you know? The Canada-U.S. Tax Treaty allows for U.S. estate tax payable by a Canadian resident to be claimed as a foreign tax credit on their Canadian federal income tax return for the year of death. Read more 
Insurance As a Matter of Law The Alberta Law Reform Commission has released a report, “Property Division for Cohabitants”, that reviews property rights for cohabitating couples. Current legislation in Alberta does not provide property rights to common-law spouses, but that could be changing soon. Read more
As a Matter of Law New legislation in Alberta is a game changer for estate planners. Now disabled individuals in Alberta who have a Henson trust will have access to provincial disability benefits and services under the provincial disability benefits program, and have any additional care needs met using assets from their trust. Read more | 
