Estate Planning

Decorative pattern

Estate Planning

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?

June 6, 2013

3 min read

Decorative pattern

Estate Planning

Testamentary trust legislation up for comment

Comments are now open on the Budget 2013 proposal to eliminate the tax benefits of trusts and certain estates, which are taxed at graduated rates.

By Staff |June 5, 2013

2 min read

Decorative pattern

Estate Planning

Help wealthy clients overcome 4 estate mistakes

Many affluent investors avoid the subject because it touches on uncomfortable issues, including mortality and making sure loved ones are taken care of.

By Staff |June 4, 2013

2 min read

Decorative pattern

Estate Planning

I do intend to retire

Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.

By Philip Porado |June 3, 2013

3 min read