News and resources for Canada's top financial advisors
Estate Planning
How to safeguard inheritance
By Suzanne Yar Khan |January 17, 2014
5 min read
Help clients before it’s too late.
By John Lorinc |January 17, 2014
7 min read
Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.
By James Dolan |January 17, 2014
3 min read
Connect to clients’ kids when helping with wealth transfers.
January 14, 2014
2 min read
Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person drawing up the will has the right to draft one according to his or her wishes, family members have the right to challenge and contest it.
By Daniel J. Dochylo |January 13, 2014
9 min read
A marriage contract is only as good as the process used to put it in place, says Jenny Hughes of O’Sullivan Estate Lawyers Professional Corporation. And this is demonstrated through the case of McCain v. McCain, which is back in the spotlight thanks to the Ontario Superior Court’s recent decision to nullify the waiver of […]
January 7, 2014
1 min read
If clients separate or divorce, you’ll need to make sure their estate plans are updated in a timely manner.
By Margaret O’Sullivan |January 2, 2014
Josef is a 90-year-old widower with three children, six grandchildren and two great-grandchildren
By Lisa MacColl |January 2, 2014
Getting it right will spare your clients headaches down the road.
By Darren Lund |December 24, 2013
Ensure you revisit estate plans when clients move to other provinces and territories. Here’s what to consider.
December 9, 2013
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