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Keyword: Estate planning

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The change is meant to address "perennial" backlog issues

Help your client avoid these estate planning pitfalls

  • By: Tim Brisibe
  • October 2, 2020 September 30, 2020
  • 09:00
Close up business man signing contract making a deal, classic business

The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will

retirement

A lack of planning can impede your client’s wishes

gavel

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

Bakery owners

Consider these tax-efficient options

Close-up of smiling mature woman with daughter at park

Find out if your client is still eligible for the PRE

Businessman working on Desk office business

The online platform prompts clients to gather data, complete forms

Advisors can now have deeper conversations with their clients about estate planning, says RBC exec

HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Can your client claim the PRE after moving to assisted living?