Estate Planning

Decorative pattern

Estate Planning

Help clients keep windfalls

Good news. Easy money! Bad news. Easy money!

By Camilla Cornell |July 16, 2013

8 min read

Decorative pattern

Estate Planning

Are your retired clients carrying debt?

More than half (59%) of retired Canadians say they’re carrying debt.

By Staff |July 15, 2013

1 min read

Decorative pattern

Estate Planning

Family of former Sopranos star facing estate tax nightmare

Almost $30 million of the late James Gandolfini’s $70 million estate could be subject to a massive death tax, reports the New York Daily News.

By Staff |July 15, 2013

1 min read

Decorative pattern

Estate Planning

How to handle cross-border divorce

A solid financial plan can be destroyed when clients get divorced. This is particularly true when the divorce involves a couple with Canada-U.S. financial, tax and estate-planning considerations. We’ve seen more planning inquiries by people who’ve met their spouses via online dating sites. In many cases, one person will be moving from Canada to the […]

By Terry Ritchie and Jeff Sheldon |July 11, 2013

4 min read