Inheritance

Estate Planning

Disinherited children win big in Alberta and B.C. courts

Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests

By Michael McKiernan |August 11, 2022

3 min read

Estate Planning

More Canadians are looking to pass on inheritance early, study finds

Some want to see loved ones enjoy their inheritance, while others are motivated by financial need

By Staff |November 16, 2021

2 min read

Industry

There’s $149 million in B.C.’s lost and found

A non-profit agency has reported a surge in people seeking unclaimed assets

By James Langton |May 10, 2021

2 min read

Advisor's Edge

Helping clients sort out a holiday inheritance fight

In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."

By Gil Martinez |January 25, 2018

2 min read

Industry

Many Canadians aren’t expecting an inheritance: survey

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

1 min read

Estate Planning

How gifts and inheritances are shared between spouses

Timing is key

By Nathalie Boutet |July 27, 2017

2 min read

Estate Planning

Opportunities and pitfalls for foreign inheritances and beneficiaries

Tread carefully to avoid tax mistakes

By Margaret O’Sullivan |April 21, 2017

4 min read

Industry

What not to do with inheritances

Ever dream of winning the lottery or finding long-lost money? Well, for one Ontario man, that dream came true recently.

By Staff, with files from The Canadian Press |February 21, 2017

2 min read

Planning and Advice

Get your HNW client out of legacy limbo

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

2 min read

Estate Planning

What happens to estate planning when both heir and testator die?

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 […]

By Dean DiSpalatro |November 6, 2015

6 min read

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