October 2021 - Kerr Financial

Archives

Q3 – 2021 Quarterly Review

Increased market volatility in the final weeks of September defined a relatively sanguine quarter for capital markets. The contours of the pandemic ...

Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3-21 Quarterly Review

Estate planning for assets that are owned by you outside of Canada – Part 2 of 2

From the desk of Robert J. Kerr - Part 2 of 2 Estate planning for assets that are owned by you outside of Canada Most countries have estate tax or suc...

Categories: Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: 11 Million Exemption, Estate Planning, estate tax, Non-U.S. Citizen Exemption, Tax rules on death, Tax rules upon death, US Estate Tax, Wills, Wills & Trusts

Estate Planning Considerations – Part 1 of 2

From the desk of Robert J. Kerr - Part 1 Estate Planning: What is involved? Estate planning is a personal responsibility for all of us, and it require...

Categories: Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: Capital Gains, Donations to charities, Estate Planning, Final Tax Returns, Financial Plan, Tax rules on death, Tax rules upon death, Wills, Wills & Trusts