Estate Planning

Estate Planning

Help single, aging clients

Unmarried seniors who’ve never had children will need special attention

By Suzanne Yar Khan |April 10, 2015

8 min read

Estate Planning

How to remove an executor

Most executors perform their duties with integrity and dedication.

By James Dolan |April 10, 2015

4 min read

Estate Planning

What happens when an RESP subscriber dies?

What happens when the RESP subscriber—the person who creates and contributes to an RESP—dies before the RESP is fully paid out?

By Floyd Gradley |April 1, 2015

5 min read

Estate Planning

How to give money to grandchildren

Tips for using wills and lifetime gifts correctly.

By Elaine Blades |March 20, 2015

6 min read

Estate Planning

Prepare your clients with these inheritance horror stories

If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.

By Staff |March 13, 2015

1 min read

Estate Planning

New complications for trust planning

Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.

By Stella Gasparro |March 6, 2015

4 min read