Estate Planning

Court refuses to force capacity assessment on unwilling senior

B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents

By Michael McKiernan |March 14, 2023

5 min read

Estate Planning

Raymond James acquires Solus Trust

Vancouver-based trust company manages $400 million in assets

By Rudy Mezzetta |December 6, 2022

1 min read

Estate Planning

Former fund rep sanctioned over clients’ estate disclosures

Potential conflicts involving clients' wills weren't reported to dealer

By James Langton |November 14, 2022

1 min read

Estate Planning

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

By Akua Carmichael |November 10, 2022

5 min read

Advisor's Edge

Can an executor quit?

Yes, but it’s complicated

By Rudy Mezzetta |November 7, 2022

3 min read

Estate Planning

No duty to disclose beneficiary change, court finds

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

By James Langton |October 19, 2022

2 min read

Estate Planning

B.C. lawyers still wary after a year of electronic wills

Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods

By Michael McKiernan |October 13, 2022

3 min read

Estate Planning

Withdrawal strategy can help retirees reduce tax hit

Helping clients establish a "hierarchy of withdrawals"

By Rudy Mezzetta |October 3, 2022

2 min read

Estate Planning

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

By Akua Carmichael |September 23, 2022

3 min read

Estate Planning

Disinheriting a child easier in some provinces than others

Recent legal cases highlight varying testamentary freedom across Canada

By Michael McKiernan |September 13, 2022

4 min read

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