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Keyword: Beneficiary

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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

  • By: Tim Brisibe
  • October 2, 2020 September 30, 2020
  • 09:00

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

What is a no-contest clause, and what do executors need to know?

scales of justice

The attempt to sue the OSC is an 'abuse of process,' court says

Exercising discretion with estate assets in trusts

  • By: James Dolan
  • February 7, 2020 February 6, 2020
  • 09:30