Wills

Avoid estate abuse

Lessons learned from the mishandling of miner Paul Penna’s multi-million dollar bequest

By Melissa Campeau |August 20, 2012

4 min read

How to use testamentary trusts

Splitting income inside a trust trims tax for your beneficiaries

August 13, 2012

2 min read

Get clients to make estate decisions

Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.

By Philip Porado |July 20, 2012

2 min read

Never too early for succession plans: BMO

Creating a will—while important for any client—is particularly critical for business owners. And more than one-third of Canadian small business owners are actively putting a succession plan in place, says a BMO study released today, which is a significant increase from the 15% who reported having a plan in 2010. Read: Small businesses lag on […]

By Staff |July 19, 2012

2 min read