My name is Mark Goodfield. Welcome to The Blunt Bean Counter ™, a blog that shares my thoughts on income taxes, finance and the psychology of money. I am a Chartered Professional Accountant. This blog is meant for everyone, but in particular for high net worth individuals and owners of private corporations. My posts are blunt, opinionated and even have a twist of humour/sarcasm. You've been warned. Please note the blog posts are time sensitive and subject to changes in legislation or law.

Monday, January 31, 2022

Estate Planning Missteps -Observations from a Grizzled Accountant

On Friday, Canadian Family published the first of a two part-series I wrote titled, "Three big estate-planning missteps, from a long-time accountant". Canadian Family Offices is a new resource for high-net-worth people and the family offices and advisors who manage their finances.

While the target audience of this series includes families that have their own family or multi-family office and high-net-worth individuals, the discussion is applicable, at least in part, to anyone whether your estate is $100,000 or $100,000,000.

The article can be found here

This site provides general information on various tax issues and other matters. The information is not intended to constitute professional advice and may not be appropriate for a specific individual or fact situation. It is written by the author solely in their personal capacity and cannot be attributed to the accounting firm with which they are affiliated. It is not intended to constitute professional advice, and neither the author nor the firm with which the author is associated shall accept any liability in respect of any reliance on the information contained herein. Readers should always consult with their professional advisors in respect of their particular situation. Please note the blog post is time sensitive and subject to changes in legislation or law.

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