Estate Planning

Estate Planning

Agricultural legacies are opportunities for advisors

Estate planning for farmer clients

By Natasha van Bentum |January 27, 2017

6 min read

Estate Planning

Three tools for people with special needs

Estate planning techniques to consider

By Margaret O’Sullivan |January 27, 2017

4 min read

Estate Planning

Tips for teams working with family enterprise clients

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

By Nathalie Boutet |January 9, 2017

3 min read

Estate Planning

Everything you need to know about buying and selling a book

Transferring a practice is often the largest business deal a financial advisor will oversee.

By Staff |December 9, 2016

1 min read

Estate Planning

Are marriage contracts enforceable?

Only if prepared correctly

By Margaret O’Sullivan |December 9, 2016

6 min read

Estate Planning

Vacation property succession planning: Part 2

If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.

By Tony Maiorino |November 30, 2016

4 min read

Estate Planning

Vacation property succession planning: Part 1

Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financial and emotional stress.

By Tony Maiorino |November 23, 2016

3 min read

Estate Planning

Choose the right estate freeze

Help your business-owning clients find the right tax plan

By Jessica Bruno |October 28, 2016

10 min read

Estate Planning

How to handle multijurisdictional planning

Tips to ensure a smooth succession

By Margaret O’Sullivan |October 28, 2016

5 min read

Estate Planning

What to know about investing within a trust

It's important for trustees and advisors to understand the applicable investment rules for trusts.

By Keith Masterman |October 27, 2016

4 min read

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