Inheritance

Estate Planning

When to use incentive trusts

Address the downside of inherited wealth

By Elaine Blades |September 18, 2015

5 min read

Industry

Rich families’ wealth lost by second, third generations

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

By Staff |August 17, 2015

1 min read

Estate Planning

Prepare your clients with these inheritance horror stories

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

1 min read

Estate Planning

Watch for elder abuse

A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.

By Dean DiSpalatro |January 23, 2015

10 min read

Try a Smith Manoeuvre to invest inheritance

Todd Stanislawski is a 65-year-old retired math teacher living in Kamloops, B.C. He just inherited $250,000 and isn’t sure if he should invest it, or repay the $200,000 he owes on a home equity line of credit (HELOC).

6 min read

Mercer sees modest growth for 2011

2010 was a good year for the Canadian economy. “Canada was one of the first G7 nations to climb out of the recession,” said Mark Fieldhouse, principal, investment consulting practice, with Mercer, speaking today at Mercer’s 2011 Fearless Forecast at The Toronto Board of Trade.

By Brooke Smith |January 13, 2011

1 min read

When to use incentive trusts

Rich families’ wealth lost by second, third generations

Prepare your clients with these inheritance horror stories

Watch for elder abuse

Give away wealth now, or later?

Try a Smith Manoeuvre to invest inheritance

Mercer sees modest growth for 2011