As women’s influence over wealth not only in Canada but also in the U.S. continues to rise, their unique approach to giving needs to be better understood by financial advisors and by charities.

Every year the Internal Revenue Service updates its list of topics on which it will: (1) not issue rulings, (2) ordinarily not issue rulings, and (3) not issue rulings because the issue is under extensive study. Rev...

Sales to grantor trusts funded with promissory notes

Beware of creating trusts for U.S. citizens residing in France

The ruling may result in a lower charitable tax deduction for contributions of fractional interests in art

Help them avoid spoiling their children

In general, transparency is the best approach

Avi Kestenbaum doesnt recommend it in most situations

Structural solutions don’t work to resolve the issues of complex generational systems

Maximize the value on the sale while avoiding conflict