Estate Planning

Decorative pattern

Estate Planning

Minimize executor liability

Many clients will become executors for parents, family members or close friends. But the job’s responsibilities may expose them to significant liability.

By James Dolan |September 4, 2013

3 min read

Decorative pattern

Estate Planning

If clients move, revisit their estate plans

Many advisors don’t realize clients have to revisit estate plans when they move to other provinces and territories. While taxation rules on death are generally the same across Canada, other family laws aren’t. Here’s what to consider.

By Margaret O’Sullivan |September 4, 2013

3 min read

Decorative pattern

Estate Planning

What is my client’s company worth?

There are several approaches to determining the value of a business.

By Mark Groulx |August 19, 2013

3 min read

Decorative pattern

Estate Planning

Testamentary trusts still useful

For many Canadian families a straightforward transfer of assets will meet their primary estate planning needs. But increasing complexity around issues of asset control, protection and tax-efficiency can make the use of trusts a better option.

August 12, 2013

3 min read