Estate Planning

Decorative pattern

Estate Planning

Sequence of retirement meetings

Ian Adams of ScotiaMcLeod suggests the following timeline.

By Christopher Mason |May 8, 2013

2 min read

Decorative pattern

Estate Planning

Marriage contracts protect assets

If your client’s getting married, she may want to create a marriage contract. That’s because in some jurisdictions there’s a default regime for property division between spouses when the marriage ends, and she may not like the results.

May 6, 2013

3 min read

Decorative pattern

Estate Planning

Trusts are essential to estate planning

More than half of Canadians (55%) have written a will, but very few have included trusts as part of their estate plans, says a new CIBC poll. This is a mistake, since they have countless benefits for your clients.

By Staff |April 24, 2013

3 min read

Decorative pattern

Estate Planning

Book succession battle ends up in tax court

Faceoff between brokerage and advisor’s estate heats up.

April 24, 2013

5 min read