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Keyword: Inheritance

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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.

  • By: Staff
  • November 14, 2017 August 21, 2018
  • 10:34

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 […]

  • By: Staff
  • January 31, 2017 August 21, 2018
  • 07:01

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 […]

Address the downside of inherited wealth

Most wealthy clients lose their wealth as it trickles down to heirs. Here's how to help.

  • By: Staff
  • August 17, 2015 August 21, 2018
  • 11:51

If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.

  • By: Staff
  • March 13, 2015 August 21, 2018
  • 10:40