Estate Planning

Estate Planning

How clients can be undone by undue influence

Courts take a close look at advice

June 30, 2017

4 min read

Estate Planning

Why family gifts and loans require planning

Generous gestures could affect your client's estate

By Margaret O’Sullivan |June 30, 2017

4 min read

Estate Planning

Joint tenancy, a primer

If your client holds assets jointly, controversies could arise over right of survivorship or termination

By Margaret O’Sullivan |June 30, 2017

5 min read

Estate Planning

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

By Frank Di Pietro |June 30, 2017

5 min read

Estate Planning

Be ready to talk about assisted dying: doctor

Find out what's involved and what new developments are on the horizon

June 28, 2017

2 min read

Estate Planning

Advisors weak on tax management, investor survey says

Advisors have some tax management work to do for clients, according to a new survey of investors. Natixis Global Asset Management surveyed 500 Canadian investors in April about their tax planning needs, including 329 investors who use financial advice. The results weren’t encouraging, with 46% saying their financial advisor has never discussed the impact of […]

By Staff |June 6, 2017

2 min read

Estate Planning

3 investment rules estate trustees must know

Estate trustees are fiduciaries

By Keith Masterman |May 30, 2017

5 min read

Estate Planning

Homeownership rights for cohabiting clients

Help clients know their rights when it comes to owning real property with a partner

By Nathalie Boutet |May 25, 2017

4 min read

Estate Planning

What to do when friends want to buy property together

Client profile Emily Salvatore, 29, and Nicole Franken*, 30, have been friends for two decades. Both women save about $9,000 of the $50,000 they make a year, but Emily’s job as a supply teacher is precarious. She’s been getting by on contracts for three years during a hiring freeze at the school board. Nicole is […]

By Susan Goldberg |May 12, 2017

6 min read

Estate Planning

Answer client questions about the Principal Residence Exemption and trusts

How do new PRE rules introduced in October 2016 change things?

By Wilmot George |May 1, 2017

5 min read

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