Estate Planning

Estate Planning

Should clients use trust protectors?

Such appointments aren’t common, even though they can add an extra layer of security for settlors

By Katie Keir |March 18, 2016

6 min read

Estate Planning

Understand executor compensation rules

Understanding the rules

By Elaine Blades |March 18, 2016

5 min read

Estate Planning

Don’t let courts choose who gets dead clients’ RRIFs

The courts have ordered proceeds to be paid to someone other than the designated beneficiary.

By Keith Masterman |March 18, 2016

6 min read

Estate Planning

Financial planners can help craft better divorce settlements

Advisors are often a critically important part of divorce settlements, complementing the skills of attorneys.

By Nathalie Boutet |March 11, 2016

3 min read

Estate Planning

Luck, usually, won’t settle your estate

When my dad died, I was lucky. I’m not saying I didn’t like the guy (I did), or that his passing significantly lined my pockets (it didn’t). I was lucky for one very specific reason: his lawyer, who’d drafted his and my mom’s will after they moved to Princeton, N.J. in 1968, was still alive. […]

By Philip Porado |March 4, 2016

3 min read

Estate Planning

What if it wasn’t the last will?

In an ideal world, estates would have clearly written, legally drafted and current wills. In the real world, things aren’t always as neat. Sometimes, a beneficiary comes forward with a will newer than the one the executor’s using. What then? Remain neutral Richard Niedermayer of Stewart McKelvey in Halifax says it’s uncommon for a second […]

By James Dolan |March 4, 2016

4 min read

Estate Planning