Estate Planning

Anatomy of a business sale

When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.

By Mark Groulx |August 4, 2016

3 min read

Estate Planning

Five ways to navigate blended-family finances

Most of us know a few families that resemble The Brady Bunch more than the “traditional” family

By Tony Maiorino |August 3, 2016

5 min read

Estate Planning

How many beneficiaries can clients have?

A reader asks, and we answer.

By Melissa Shin |July 22, 2016

3 min read

Estate Planning

Your role in intergenerational wealth transfer

An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.

By Tim Brisibe |July 4, 2016

2 min read

Estate Planning

Getting the best price for your book

How valuation works, and how to negotiate

By Doug Carroll |June 24, 2016

5 min read

Estate Planning

Tips for helping families with disability planning

Estate planning is never is easy. But families with special needs require extra attention.

June 10, 2016

1 min read

Estate Planning

Father squanders multi-million-dollar legacy

Daughter wants to know her legal options

By Suzanne Sharma |May 13, 2016

9 min read

Estate Planning

How (and when) to pay estate debts

Paying estate debts: it’s one of the executor’s most important duties. But what is the process? Who gets paid first? And can creditors jump the queue? Discretion with solvent estates The answers to these questions depend on whether the estate is solvent, explains David Mifsud, associate at Ross & McBride LLP in Hamilton. “Assuming that […]

By James Dolan |April 8, 2016

5 min read