Estate Planning

Advisor's Edge

Breaking down the duty to inform

Regularly providing information to beneficiaries — and keeping records — will go a long way

By Rudy Mezzetta |February 5, 2021

3 min read

Estate Planning

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll |January 22, 2021

3 min read

Estate Planning

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

By Funda Dilaver |January 7, 2021

6 min read

Estate Planning

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

By Keith Masterman |December 10, 2020

5 min read

Estate Planning

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

By Rebecca Hett |November 26, 2020

7 min read

Advisor's Edge

Pandemic complicates discretionary trust payouts

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

By Rudy Mezzetta |October 30, 2020

4 min read

Estate Planning

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe |October 2, 2020

5 min read

Estate Planning

Ontario consults on estate law reform

The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will

By Rudy Mezzetta and Melissa Shin |August 28, 2020

3 min read

Estate Planning

Court decision casts doubt over beneficiary designations

A judge found that a father’s RRIF belonged to the estate rather than son named on plan

By Rudy Mezzetta |August 4, 2020

4 min read

Estate Planning

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

By Wilmot George |July 22, 2020

3 min read

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