If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five   Read More

In the market for a cottage as a second home? Then now is the time for proper tax planning, muses Toronto tax lawyer Samantha Prasad from her vacation home on   Read More

The grim reaper is not going to hang around and wait for you to get organized. He works on his own schedule. Trust and Estate Practitioner Mark Halpern has both   Read More

The grim reaper is not going to hang around and wait for you to get organized. He works on his own schedule. Trust and Estate Practitioner Mark Halpern has both   Read More

The TaxLetter contributing editor Mark Halpern recalls Martin Luther King’s sagacious advice: “If we are to go forward, we must go back.” When it comes to planning your financial future,   Read More

According to Weddingbells.ca, 67 per cent of Canadian weddings occur between June and September. They offer no statistics for common-law or non-traditional unions but financial, trust and estate planner Mark   Read More

Now that people are living longer, it’s no surprise that one of the biggest concerns among aging Canadians is the genuine fear of outliving retirement savings. And most people would   Read More

Columnist Mark Halpern recently gave readers of The TaxLetter seven defensive strategies to consider in the ongoing process of estate planning. But he also urged readers whose wills and estate   Read More

“Freedom 55 now occurs when your youngest child turns 55.” Certified financial planner and trust and estate practitioner Mark Halpern recalls London Life’s aspirational slogan of the 1980s with a   Read More

We thank American actress Bette Davis for this keen insight. It’s tough to anticipate the joy of a new day when all your bits and pieces ache and won’t move   Read More

Election day in the United States of America is almost here. As compelling to observe as it may be for those of us on the northern side of the border,   Read More

Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and regular contributor to The TaxLetter. He is an expert in succession planning for family business owners and tax   Read More

Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and a regular contributor to The TaxLetter. He has extensive experience in succession planning for family business owners using   Read More

Writing in The TaxLetter, Mark Halpern, a Certified Financial Planner and Trust and Estate Practitioner with Markham, Ontario-based illnessPROTECTION.com outlined several easy ways to help you and your family find   Read More

Once upon a time, a family was eligible for a double principal residence exemption. However, in the early 1980s, the tax rules were changed. Now there is essentially a one-principal-residence-per-family   Read More

There is nothing more joyful than the birth of a child. It is a very emotional time for parents and grandparents as they make lofty plans for the baby’s future   Read More

Mark Halpern, a Certified Financial Planner and Trust and Estate Practitioner, says that in his business he encounters many people who are well established and working hard with good jobs.   Read More

Peace of mind is a hard thing to come by these days.

People’s lives are so busy with their businesses or jobs, their family, friends and squeezing time in for   Read More

– Mark Halpern, CFP, TEP

Are you an investor who owns shares of a private holding company or investment corporation? Are you nearing retirement, or already retired?

Proper financial planning helped get   Read More