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Keyword: Estate planning

384 results found
Luxury interior in bright colors of genuine leather in the business jet

A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients

  • By: Staff
  • August 22, 2019 August 22, 2019
  • 15:07
Group of pets

More pet owners are expressing interest in making provisions for their pets

A court decision in Nova Scotia has implications for estate planning

intergenerational wealth planning

Advisors’ influence on family unity is growing

Gavel

The former rep was also a beneficiary of a client's estate and accepted her Air Miles

  • By: Staff
  • July 24, 2019 July 24, 2019
  • 12:18
Tax forms

Government agency reps answered questions about GREs at STEP Canada conference

Canada and USA Flag

Tips to avoid cross-border complications

  • By: Max Reed
  • June 13, 2019 June 13, 2019
  • 16:00
TASIA12 / ISTOCKPHOTO

Executors must balance responsibilities to tenants and beneficiaries

Consider these factors before establishing a Henson trust

office work and metaphor for the payment of taxes

A strategy for business-owner clients to mitigate double taxation at death