Estate Planning

Estate Planning

Don’t delegate trustee duties

If your client doesn’t pay attention, she could be held legally liable if something goes amiss.

By Suzanne Sharma |May 9, 2014

2 min read

Estate Planning

Donate life insurance, save tax

Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.

By David Wm. Brown |May 9, 2014

3 min read

Estate Planning

Help clients avoid gift-giving mistakes

Many clients wish to leave money to charities after they die.

By Staff |May 5, 2014

2 min read

Estate Planning

Donate life insurance, save tax

Save tax by donating life insurance with this new CRA rule.

May 2, 2014

2 min read

Estate Planning

Deal breakers

Sometimes, seemingly good companies don’t make it to sale closing. Here are the primary reasons why transactions fail.

By Mark Groulx |May 1, 2014

4 min read

Estate Planning

Help blended families

Relationship dynamics should drive strategy

By Darren Lund |April 11, 2014

5 min read

Estate Planning

Wealthy to leave 30% of estates to children

Help clients decide how much to leave to kids.

By Staff |April 8, 2014

1 min read

Estate Planning

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

Estate Planning

Discuss final expenses before it’s too late

If clients plan for final expenses, it’ll make things easier on their children.

By John Lorinc |April 4, 2014

7 min read

Estate Planning

What to ask before taking the executor’s job

A client’s close friend asked him to be her executor. Honoured, he agreed. But now he’s come to you, admitting he doesn’t know what to do. All too often, executors accept the job without understanding the scope of the work, the complexity of the estate or the dynamic of the testator’s family—all of which can make the job more difficult.

By James Dolan |April 4, 2014

3 min read

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