Estate Planning

Insurance and estate law update

Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate law.

By Staff |June 16, 2014

3 min read

Estate Planning

Don’t delay planning

Clients should simultaneously grow estates and outline wealth transfers

June 16, 2014

7 min read

Estate Planning

Guide wealthy clients’ donations

Your wealthy clients want to give to charity, but chances are they don’t know how to make efficient donations.

By Jessica Bruno |June 13, 2014

3 min read

Estate Planning

6 tips for estate planning success

At least $1 trillion could soon change hands as baby boomers age and begin to leave their assets to younger generations.

By Staff |June 11, 2014

2 min read

Estate Planning

How much to pay the executor

How do you place a dollar figure on the work involved?

By James Dolan |June 6, 2014

3 min read

Estate Planning

Name trustees for clients with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.

By Evelyn Juan |June 6, 2014

5 min read

Estate Planning