3 Year Rule for Post Mortem Tax Planning with Executors Post Mortem Tax Planning for Executors Relief for Executors

Relief for Executors: New “3-Year Rule” for Post-Mortem Tax Planning

If you are an executor or involved in estate planning, you know the clock usually starts ticking loudly the moment someone passes away. For years, one of the most stressful deadlines has been the strict one-year window to manage capital losses and avoid double taxation.  That deadline has now effectively tripled.  Under Bill C-15 (Budget 2025 Implementation Act, No. 1), the […]

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