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Keyword: Beneficiary

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

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

Asian couple meeting financial adviser for investment planning.

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

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

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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