Estate Planning

Estate Planning

Guided giving

If your clients are charitably inclined, help them explore local community foundations for a wealth of opportunities

By Anne Brayley |February 1, 2012

5 min read

Estate Planning

Avoiding probate court

Your clients may think trusts are just for the rich or for those with complex affairs. But this is not the case. So, here are some tips on how to use them.

By Douglas Gray |January 30, 2012

4 min read

Estate Planning

Should your client dodge probate?

Probate-related questions are among the most common questions heard during estate planning discussions. What is probate? Can it be avoided? Should it be avoided? As an advisor, it’s important to be able to answer those questions.

By Floyd Gradley |January 3, 2012

6 min read

Estate Planning

More than an honour

For most Canadians who have prepared a will, the executor was one of the least considered parts of the plan. The vast majority of testators pick a family member or friend, even if this isn’t the wisest choice.

By Elaine Blades |January 1, 2012

6 min read

Estate planning checklist

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex issues (such as foreign beneficiaries) or multi-faceted relationships (such as blended families).

By Mike George |January 1, 2012

5 min read

Close the gap in your client’s will

Odds are, your clients all have their wills drawn up. Providing for loved ones is a crucial part of financial planning, after all. But a vital piece of that puzzle is missing, according to a survey by BMO Harris Private Banking: custody of minor children.

By Staff |December 15, 2011

2 min read

’Tis the season for charitable planning

As the shops fill and the messages of merriment and good cheer are sent out, what better time to think of the less fortunate than during this season of giving? In this series Anne Brayley, vice-president, professional advisory services at the Toronto Community Foundation, speaks to experts in the field of philanthropy.

By Staff |December 2, 2011

1 min read

Estate Planning

Guided giving

Avoiding probate court

Should your client dodge probate?

More than an honour

Estate planning checklist

Close the gap in your client’s will

Faceoff: Is costlier insurance cost-effective?

’Tis the season for charitable planning

4 questions to ask before clients put charities in their wills

Five Ways to Pay Capital Gains Tax