Beneficiary

Estate Planning

The flexibility of beneficiary designations

Clients can use their wills to make designations

By Margaret O’Sullivan |October 16, 2015

4 min read

Estate Planning

Provincial trust residency tested

In this case, the taxpayer prevails

By Doug Carroll |October 16, 2015

3 min read

Estate Planning

TFSA designations may cause estate problems

Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.

By Amin Mawani |May 14, 2015

4 min read

Estate Planning

How to give money to grandchildren

Tips for using wills and lifetime gifts correctly.

By Elaine Blades |March 20, 2015

6 min read

Estate Planning

Get help managing funds of minors, disabled clients

If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.

January 16, 2015

4 min read

Estate Planning

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read

Estate Planning

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read

Life

Insurance for newlyweds

Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients receive double the payout.

By Sarah Brown |June 6, 2014

3 min read

Industry

Snowbirds leave insurance up in the air

Do your snowbird clients have up to date insurance to protect them during their southern stay?

By Staff |May 20, 2014

2 min read

Estate Planning

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

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