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Keyword: Beneficiary

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Will document

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

Closeup of paper man pushing tax wooden block on table against gray background

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

father and son

Clients considering the strategy must take extra care

nesting toy

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

coins in a row

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

Help your client avoid these estate planning pitfalls


A lack of planning can impede your client’s wishes


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


In most cases the additional costs — and headaches — aren’t worth it

Close-up of payment machine buttons with human hand holding plastic card near by

Use these tips to protect an inheritance