Beneficiary

Estate Planning

Feds release draft changes to pension rules for “unlocatable” members

Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits

By Rudy Mezzetta |June 27, 2023

2 min read

Life

Corporate-owned life insurance as a charitable gift

Avoid bloopers when designating a charity as policy beneficiary

By Kevin Wark |June 2, 2023

5 min read

Advisor's Edge

Breaking down the ‘executor’s year’

Some beneficiaries are entitled to interest on their inheritance starting one year after death

By Rudy Mezzetta |May 9, 2022

3 min read

Advisor's Edge

Finding missing beneficiaries

What executors need to know when a beneficiary can’t be easily identified or found

By Rudy Mezzetta |March 14, 2022

5 min read

Planning and Advice

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

By Michelle Schriver |November 26, 2021

3 min read

Estate Planning

Estate experts seek resolution on beneficiary designation issue

Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes

By Rudy Mezzetta |July 13, 2021

4 min read

Estate Planning

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

By Wilmot George |March 19, 2021

4 min read

Advisor's Edge

The secret to using secret trusts

Clients considering the strategy must take extra care

By Rudy Mezzetta |March 12, 2021

4 min read

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

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

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