News and resources for Canada's top financial advisors
Help three brothers battle legal and estate issues
By Suzanne Sharma | February 2, 2016
11 min read
Why anyone can view certain clients’ wills
By Margaret O’Sullivan | November 27, 2015
4 min read
More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.
By Staff | November 13, 2015
1 min read
One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]
By James Dolan | November 6, 2015
Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck running a red light. Adam was pronounced dead on the scene, while Brenda died in hospital 6 days later. It didn’t take long for two estate battles to erupt. *This […]
By Dean DiSpalatro | November 6, 2015
6 min read
The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.
By Margaret O’Sullivan | June 10, 2015
When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.
By Wilmot George | May 26, 2015
Clients often overlook advance care planning during the estate planning process.
April 17, 2015
3 min read
Unmarried seniors who’ve never had children will need special attention
By Suzanne Yar Khan | April 10, 2015
8 min read
If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.
By Staff | March 13, 2015