KWB Blog

The latest financial news and accounting tips from KWB.

Aug 21 2020
Your “Unexpected Death” Checklist

Death, specifically your own death, is a subject that is tough to talk about, however having the conversation today will save a lot of stress tomorrow should the unexpected happen. Here are 7 items for your “Unexpected Death” Checklist: Ensure that your spouse/executor are aware of any pre-paid funeral (or specific) arrangements you have made […]

Apr 26 2016
Estate Planning Gifting Strategy

An estate planning gifting strategy is basically when you start to give away some of your assets prior to death in order to optimize taxes within the family. Usually, an estate planning gifting strategy refers to how we will distribute our assets when we die.  But you might be overlooking significant tax savings by not considering […]

Oct 14 2014
Have You Completed Your Business Will?

When it comes to Estate Planning for Canadian’s there is no document more important to the successful distribution of assets than the Will.   TO HAVE OR NOT TO HAVE…THAT IS THE QUESTION  Most business owners would agree that the best opportunity for success comes with a well built and implemented business plan. But what happens […]