News and resources for Canada's top financial advisors
Est. 1998
Financial Planning
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
Tax
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
Risk Management
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
Estate Planning
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
Columnists
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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