Estate Planning

Decorative pattern

Estate Planning

Insure the cottage correctly

There are differences between insuring a home and cottage.

By Suzanne Sharma |June 28, 2012

3 min read

Decorative pattern

Estate Planning

Protect businesses from husbands

Your client’s a successful woman who owns a thriving business, Her husband has little or nothing to do with it. Still, she wants to make him a shareholder. Why?

By David H. Shlagbaum |June 28, 2012

3 min read

Decorative pattern

Estate Planning

Insurance won’t solve everything

Those who have experienced life-threatening situations understand the appeal of life and critical illness insurance. But are those protections enough? “[Couples] need to consider having a mandate in case of incapacity. This is particularly important if you’re common-law spouses and thus not recognized by the civil code,” says Helene Marquis, regional director of Wealth Advisory Services, CIBC Private Investment Consultation.

By Martha Porado |June 28, 2012

1 min read

Decorative pattern

Estate Planning

Advisors must help clients plan their deaths

As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.

By Melissa Shin |June 28, 2012

6 min read