News and resources for Canada's top financial advisors
Life
Assuming control of the deceased assets is one of the executor’s primary responsibilities. In an estate for outright distribution, the goal is to preserve the value of the assets until they’re distributed in kind or liquidated and distributed as cash. When an estate includes continuing trusts, or can’t be distributed after approximately one year of […]
By Danny Dochylo |November 1, 2009
5 min read
Estate Planning
Picking an executor is one of the most important decisions when your clients draft a will. Generally speaking, the executor implements your client’s last will and testament – his instructions and wishes. More specifically, this includes identifying and collecting assets; determining and paying liabilities, preparing and filing tax returns; paying taxes on time; and communicating […]
By Danny Dochylo |September 1, 2009
Planning and Advice
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