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Keyword: Estate planning

388 results found
Financial Advisor Assisting Senior Couple

More on pension income splitting for the year of death

Nick Shepherd / Getty Images

The pros and cons of two (or more) people managing an estate

low key image of trophy over wooden table and dark background, with abstract shiny lights

The firms were honoured at an event in the U.K.

  • By: Staff
  • October 11, 2019 October 11, 2019
  • 14:12
FRANCESCOCH / ISTOCKPHOTO

Executors may have to balance conflicting interests

  • By: James Dolan
  • September 20, 2019 September 20, 2019
  • 15:00
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