Wills

Advisor's Edge

Mutual wills: proceed with caution

Examining an alternative to trusts

By Margaret O’Sullivan |November 28, 2018

4 min read

Advisor's Edge

Help your client prepare to write a will

Tips to inspire action so clients ace the task we love to avoid

November 28, 2018

9 min read

Estate Planning

How HNW millennials approach philanthropy

A TD survey reveals a generational shift in legacy giving

By Staff |November 13, 2018

1 min read

Estate Planning

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

By Tim Brisibe |February 9, 2018

3 min read

Advisor's Edge

When to use a codicil (and when to rewrite the will)

As financial circumstances change, so must wills

By James Dolan |January 25, 2018

4 min read

Estate Planning

Half of Canadians don’t have a will: report

More than half of Canadians (51%) say they have no last will and testament in place

By Staff |January 23, 2018

1 min read

Estate Planning

Let clients know about these will restrictions

When the courts may interfere with a testator’s succession plan

By Keith Masterman and Asha Sivarajah |December 13, 2017

3 min read

Estate Planning

Consider these issues when planning cottage succession

Personal, tax and family law issues to tackle

By Margaret O’Sullivan |September 22, 2017

6 min read

Estate Planning

Estate planning for a client’s digital assets

They are rarely addressed in wills

By Keith Masterman and Asha Sivarajah |July 26, 2017

4 min read

Estate Planning

What to do when an adult child dies intestate

This client case walks you through the process

By Susan Goldberg |April 13, 2017

6 min read

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