06/07/2026
Probate and Taxes: Estate's worst enemies - May 25, 2026.
The presentation on probate and taxes saw our largest audience to date, with 72 registrants. Dr Ahmed El-Shaboury works at Assante Capital Management Ltd in Ottawa. He explained the difference between probate fees and final income tax owing and gave some tips on how to minimize both by assigning beneficiaries, maximizing TFSA’s and lifetime gifting. He also talked about how to handle non-registered investments and possible capital gains tax. It was an eye-opener on how important it is to plan ahead so that no more than is necessary of what we leave behind is paid out in income tax or probate fees.
Write-up by Morag Libbos - photos by Susan Latreille.
