Wills

Estate Planning

Why you should tackle digital estate planning

Most websites have stringent privacy policies. So read these tips to help clients with their online assets.

By Staff |January 30, 2015

2 min read

Estate Planning

Using multiple wills for probate planning

Don’t go overboard

By Darren G. Lund |October 14, 2014

4 min read

Estate Planning

What not to do in estate planning

Avoid common mistakes

By Elaine Blades |August 25, 2014

6 min read

Estate Planning

Prevent estate battles

No matter how well someone crafts her estate plan, ex-spouses, disgruntled business partners, estranged children and misguided family members can still challenge her wishes. Estate professionals must anticipate such backlash.

By James Dolan |August 5, 2014

3 min read

Estate Planning

3 estate planning mistakes

The best way to learn is through mistakes. So here are three common estate planning offences.

By Elaine Blades |July 14, 2014

2 min read

Estate Planning

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read

Estate Planning

How much to pay the executor

How do you place a dollar figure on the work involved?

By James Dolan |June 6, 2014

3 min read

Industry

Most don’t do enough estate planning

Many Canadians aged 65 or older want to leave as much of their estate as possible to their family or charitable causes, but only 40% feel "very well prepared" when it comes to making sure that will happen.

By Staff |June 3, 2014

1 min read

Estate Planning

Donate life insurance, save tax

Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.

By David Wm. Brown |May 9, 2014

3 min read

Estate Planning

Donate life insurance, save tax

Save tax by donating life insurance with this new CRA rule.

May 2, 2014

2 min read

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