Beneficiary

Effective beneficiary designations when converting RRSPs to RRIFs

Estate Planning

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe |October 2, 2020

5 min read

When naming minor beneficiaries causes major complications

Tax Strategies

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

By Keith Masterman |August 7, 2020

4 min read

Court decision casts doubt over beneficiary designations

Estate Planning

Court decision casts doubt over beneficiary designations

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

By Rudy Mezzetta |August 4, 2020

4 min read

Why to avoid a foreign executor

Advisor's Edge

Why to avoid a foreign executor

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

By James Dolan |June 12, 2020

4 min read