Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
Some want to see loved ones enjoy their inheritance, while others are motivated by financial need
A non-profit agency has reported a surge in people seeking unclaimed assets
In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."
Almost half of Canadians (aged 18 to 54) believe that an inheritance is not part of their long-term financial future.
Timing is key
Tread carefully to avoid tax mistakes
Ever dream of winning the lottery or finding long-lost money? Well, for one Ontario man, that dream came true recently.
Chances are your high-net-worth (HNW) client needs your help developing an inheritance plan. That’s because only 22% of HNW Canadians have such a plan, reveals research by RBC Wealth Management, conducted in collaboration with Scorpio Partnership. This lack is all the more alarming considering an estimated $400 billion is expected to be transferred to the […]
Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck running a red light. Adam was pronounced dead on the scene, while Brenda died in hospital 6 days later. It didn’t take long for two estate battles to erupt. *This […]