Tips to inspire action so clients ace the task we love to avoid
A TD survey reveals a generational shift in legacy giving
A will kit might be free or inexpensive, but it might not be valid
As financial circumstances change, so must wills
More than half of Canadians (51%) say they have no last will and testament in place
When the courts may interfere with a testator’s succession plan
Personal, tax and family law issues to tackle
They are rarely addressed in wills
This client case walks you through the process
Warren Buffett famously noted that, when it comes to inheritances, the perfect amount to leave children is enough so that they feel they can do anything, but not so much that they can do nothing. Sounds like a plan for success. The only problem is, many Canadians don’t have a plan at all. A BMO […]