Estate planning

Can an executor quit?

Advisor's Edge

Can an executor quit?

Yes, but it’s complicated

By Rudy Mezzetta |November 7, 2022

3 min read

FHSA, other tax proposals tabled in House of Commons

Tax News

FHSA, other tax proposals tabled in House of Commons

Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more

By Melissa Shin |November 4, 2022

3 min read

No duty to disclose beneficiary change, court finds

Estate Planning

No duty to disclose beneficiary change, court finds

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

By James Langton |October 19, 2022

2 min read

When to talk about permanent insurance during estate planning

Industry

When to talk about permanent insurance during estate planning

Going beyond investments with clients remains a good way to add value, particularly in down markets

By Guillaume Poulin-Goyer |October 19, 2022

3 min read