When a client’s family does not wish to inherit a collection or if its inclusion in the estate would create a significant tax burden, it is crucial ...

March 11, 2025 LIMRA's top 20 annuity sales list looks a little different for 2024. Equitable, Allianz move into top 5 in final LIMRA 2024 annuity sales list For the first time ever, total ...

The CRA will proceed with administering the extension for 2024 charitable donations, which extends the deadline for making donations eligible for tax support in the 2024 tax year to February 28, 2025.

There’s a reason people are often drawn to annuities, especially as retirement gets close. The nice thing about an annuity is that it could set you up with steady, guaranteed income for life.

Depending on the rules in your province or territory, the following gift cards may have an expiry date. Businesses may give promotional or charitable gift cards as part of a promotion, loyalty program ...

taxable income stream if they exercise care using charitable gift annuities (CGAs), advisors say. “A CGA is essentially an agreement or contract between a donor and a 501(c)(3) qualified charity.

A development officer will complete the Gifts of Personal Property form. The form must be signed by the donor and an authorized representative for the UB department receiving the gift of personal ...

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LIC Smart Pension Plan: The Life Insurance Corporation of India (LIC) has introduced a new scheme known as the Smart Pension Plan. This plan provides a comprehensive, secure, and flexible solution ...

From reproductive rights to climate change to Big Tech, The Independent is on the ground when the story is developing. Whether it's investigating the financials of Elon Musk's pro-Trump PAC or ...