News and resources for Canada's top financial advisors
Estate Planning
Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person drawing up the will has the right to draft one according to his or her wishes, family members have the right to challenge and contest it.
By Daniel J. Dochylo |January 13, 2014
9 min read
Executors should tell charities about any gifts or bequests.
By Daniel J. Dochylo |September 18, 2012
8 min read
Market uncertainty has pushed retail investors to look for yield rather than returns, which has made fixed income investing expensive and potentially risky.
By Daniel J. Dochylo |September 1, 2011
6 min read
Planning and Advice
There are many reasons a will may need to be interpreted. An interpretation application is a request for the opinion, advice and direction of the court on specific questions. The questions will relate to matters of concern to the executors and trustees (and/or certain beneficiaries) who are unable to discern from the terms of the will how to implement it, or who is to benefit and how. An executor who administers the estate in accordance with guidance received from the court will be protected from subsequent complaint by a beneficiary.
By Daniel J. Dochylo |April 1, 2011
Litigation in the field of beneficiary designations is on the rise
By Daniel J. Dochylo |January 1, 2011
It’s a commonly used financial device between spouses
By Daniel J. Dochylo |September 1, 2010
May 8, 2024|5 min read
March 20, 2024|5 min read
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February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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