Estate Planning

Decorative pattern

Estate Planning

How to destroy an inheritance

There are two certainties in life – death and taxes

By Wilmot George |May 30, 2012

5 min read

Decorative pattern

Estate Planning

5 reasons trusts work for incapacity planning

A trust is a legal relationship in which a person (the settlor) transfers property to another person (the trustee)

May 24, 2012

2 min read

Decorative pattern

Estate Planning

Executor duties burdensome

The majority of Canadians appoint family over friends as the executor of their will, according to a BMO Financial Group study.

By Staff |May 22, 2012

2 min read

Decorative pattern

Estate Planning

Pay for the funeral, in advance

When completing insurance applications for clients, it’s often necessary to address touchy subjects—sometimes hitting on potentially embarrassing issues such as clients’ spending habits, their medical histories and even the quality of their marriages. But it’s a process that’s critical if we are to help people effectively plan for their financial futures.

By Bruce Cumming |May 21, 2012

6 min read