Some beneficiaries are entitled to interest on their inheritance starting one year after death
What executors need to know when a beneficiary can’t be easily identified or found
At FP Canada's ethics session, financial planners were urged to proactively address client changes
Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes
The absence of withholding taxes can create unexpected consequences if no planning is done
Clients considering the strategy must take extra care
Regularly providing information to beneficiaries — and keeping records — will go a long way
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