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Keyword: Estate planning

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calculating numbers for income tax return with glasses pen and calculator

The amount has been falling in real terms

  • By: Lea Koiv
  • May 12, 2023 May 12, 2023
  • 10:59

What's the advisor's role?

digital tools

Estate professionals are also adopting platforms to streamline the administration process

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents

Grandfather reading the book next to grandson with tablet

Planning helps clients avoid overspending on funerals, burials

Parliament buildings in winter

Here's the status of tax promises and proposals that matter to your clients

Consider how to best leverage the special death benefit

red emergency button

Court decision serves as a warning about property distribution, executor renunciation

Vancouver-based trust company manages $400 million in assets

Will document

Potential conflicts involving clients' wills weren't reported to dealer