Estate Planning

Estate Planning

When clients inherit foreign property

Heather’s parents left her vacation properties at ski resorts in Utah and Switzerland. Should she keep them, or sell?

By Dean DiSpalatro |April 9, 2013

4 min read

Estate Planning

Help clients through bankruptcy

Your client just lost her clothing design business, her sole source of income.

April 5, 2013

2 min read

Estate Planning

When an executor declines

Your client’s executor isn’t up for the task. Now what?

By John Lorinc |April 5, 2013

8 min read

Estate Planning

Don’t forget obscure U.S. tax deadlines

As we enter tax season, here's a reminder of all the different times for personal U.S. tax filings.

By Kevyn Nightingale |April 1, 2013

2 min read

Estate Planning

Party’s over for tax-advantaged investing

If you’re investing primarily for the tax benefits, stop.

By Melissa Shin |March 21, 2013

5 min read

Estate Planning

8 ways clients can manage finances

Invest, spend, and provide wisely once a business is sold

By James Dolan |March 20, 2013

3 min read

Estate Planning

3 ways to help boomers retire

Baby boomers are beginning to turn 65, but many may have decided to work longer.

By Christopher Mason |March 18, 2013

1 min read

Estate Planning

Entrepreneurs working without a plan

Whether it’s a lack of sufficient retirement funds or simply enjoying their jobs, more Canadians are staying in the workforce after age 65.

By Staff |March 13, 2013

2 min read

Estate Planning

Michael Jackson estate battle continues

The estate of Michael Jackson is taking the IRS to court to dispute a tax bill.

By Staff |February 10, 2013

2 min read

Estate Planning

Contest unusual conditions in wills

A great uncle leaves $1 million to his nephew. But he must marry within two weeks to receive it. What now?

By Suzanne Sharma |January 26, 2013

5 min read

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