The collaboration provides clients who need basic estate planning an affordable, online option
From sports memorabilia to vintage cars, treasured items require special attention
If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive
A trustee’s tax liability has limits, a court case suggests
Planning for foreign assets may require multiple documents
Clients considering the strategy must take extra care
Regularly providing information to beneficiaries — and keeping records — will go a long way
Help your client avoid these pitfalls
The change is meant to address "perennial" backlog issues
A lack of planning can impede your client’s wishes