Estate Planning

Estate Planning

5 tips to help cross-border clients

U.S. citizens living in Canada and Canadians who own property in the U.S. can’t have standard investment portfolios.

By Jacqueline Louie |October 22, 2013

2 min read

Estate Planning

Financial tips for animal lovers

If they're adopting or buying animals, they must consider the costs

By Staff |October 22, 2013

1 min read

Estate Planning

Get couples to sign a prenup

Creating a marriage contract helps couples protect assets.

By Suzanne Sharma |October 21, 2013

2 min read

Estate Planning

An asteroid may strike Earth, but clients still need plans

Ukranian astronomers say an asteroid may hit Earth in less than 20 years, reports Russian news service RIA Novosti.

By Staff |October 18, 2013

1 min read

Estate Planning

Who wants my client’s company?

There are three categories of buyers

By Mark Groulx |October 16, 2013

2 min read

Estate Planning

5 (more) tax and estate planning mistakes

Entrepreneurs are leaving money on the table

By Doug Carroll |October 16, 2013

3 min read

Estate Planning

3 ways to help a client who’s being sued

You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?

October 15, 2013

2 min read

Estate Planning

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

By Margaret O’Sullivan |October 2, 2013

3 min read

Estate Planning

Keep clients devoted

They want tax and estate help.

By Melissa Shin |October 1, 2013

5 min read

Estate Planning

Which services do clients value most?

And how much more are they willing to pay?

By Suzanne Sharma |October 1, 2013

4 min read

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