News and resources for Canada's top financial advisors
One of the important legal distinctions when dealing with foreign property is between immovable and movable property.
By Darren Lund | January 14, 2015
3 min read
Using multiple wills to deal with assets in different jurisdictions is a common way to organize estates. But in some provinces, over the past 15 years the strategy has evolved into a tool for reducing probate fees.
By Darren Lund | October 14, 2014
4 min read
The best planning will be undone if a power of attorney is invalid, so know the requirements. These are the basics.
By Darren Lund | July 21, 2014
2 min read
When a gift is a mistake — how an unexpected windfall can derail benefits for disabled loved-ones.
By Darren Lund | June 24, 2014
Relationship dynamics should drive strategy
By Darren Lund | April 11, 2014
5 min read
Blended families are a familiar part of our social fabric, but they can still create extra challenges when estate planning.
Getting it right will spare your clients headaches down the road.
By Darren Lund | December 24, 2013
Have you inadvertently muddied the waters for your power of attorney?
By Darren Lund | December 20, 2013
Make sure clients create separate wills in foreign jurisdictions
By Darren Lund | September 17, 2013
Opportunities for disabled beneficiaries don’t end with the estate plan
By Darren Lund | November 13, 2012
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Tax & Estate
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