Wills

Estate Planning

Contest unusual conditions in wills

A great uncle leaves $1 million to his nephew. But he must marry within two weeks to receive it. What now?

By Suzanne Sharma |January 26, 2013

5 min read

Estate Planning

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

December 19, 2012

2 min read

Estate Planning

How to address an inadequate inheritance

If your client’s wife only left him a quarter of her estate, and little or no life insurance or other benefits on her death, he may be entitled to more.

December 3, 2012

3 min read

Estate Planning

Don’t take these shortcuts

joint tenancies and simple wills can have expensive consequences

By Elaine Blades |November 13, 2012

7 min read

Estate Planning

Big estate? Avoid disputes

If your clients are rich, the likelihood of a will being contested grows.

By Akua Carmichael and Ian Harvey |November 2, 2012

3 min read

Estate Planning

Make sure kids don’t inherit too much

It’s natural for parents to worry. And, if they’re rich, they’re probably concerned about spoiling their children.

By Staff |October 30, 2012

2 min read

Estate Planning

When are trusts better than wills?

For clients older than 65, some trusts can help with succession planning.

By Margaret O’Sullivan |October 3, 2012

2 min read

Products

Slow the real estate rush

Many immigrant clients value property over less tangible forms of wealth, since a home is a tactile sign of success.

September 5, 2012

3 min read

Estate Planning

Estate plans are for everyone

Everyone needs an estate plan, says Jamie Golombek, managing director of tax and estate planning with CIBC Private Wealth Management.

By Martha Porado |August 22, 2012

2 min read

Estate Planning

Bad estate planning burns inheritance

With proper tax planning, you can reduce the amount of taxes payable on your property. But, improper planning can cost you a whole lot more; one B.C. couple's ill-advised plans cost them $700,000.

By Mark Weisleder |August 21, 2012

2 min read

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