Estate Planning

Economic Indicators

Understanding divorce and bankruptcy

As an advisor, it’s your job to prepare couples for their worst-case scenarios in the event they split.

By Ted Michalos |August 8, 2014

3 min read

Estate Planning

Prevent estate battles

No matter how well someone crafts her estate plan, ex-spouses, disgruntled business partners, estranged children and misguided family members can still challenge her wishes. Estate professionals must anticipate such backlash.

By James Dolan |August 5, 2014

3 min read

Estate Planning

Got Snowbirds? Check these tax changes

On October 31, the IRS released inflation adjustments for more than 40 tax provisions.

By Terry F. Ritchie |July 25, 2014

3 min read

Estate Planning

Alternatives to testamentary trusts

Big changes to CRA’s rules for testamentary trusts take effect in 2016.

By Frank Di Pietro |July 14, 2014

5 min read

Estate Planning

3 estate planning mistakes

The best way to learn is through mistakes. So here are three common estate planning offences.

By Elaine Blades |July 14, 2014

2 min read

Estate Planning

Your clients will inherit $100,000

Are you preparing your clients to handle their inheritances responsibly?

By Staff |July 8, 2014

1 min read

Estate Planning

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read

Estate Planning

How the Clintons use trusts to cut tax

Publicly, Bill and Hillary Clinton have championed an estate tax, notes Bloomberg, on the grounds that it would help keep the country from being controlled by wealthy families. “That doesn’t mean they want to pay it,” notes the report.

By Staff |June 20, 2014

1 min read