Estate Planning

Can an executor quit?

Advisor's Edge

Can an executor quit?

Yes, but it’s complicated

By Rudy Mezzetta | November 7, 2022

3 min read

No duty to disclose beneficiary change, court finds

Estate Planning

No duty to disclose beneficiary change, court finds

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

By James Langton | October 19, 2022

2 min read

B.C. lawyers still wary after a year of electronic wills

Estate Planning

B.C. lawyers still wary after a year of electronic wills

Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods

By Michael McKiernan | October 13, 2022

3 min read

Withdrawal strategy can help retirees reduce tax hit

Estate Planning

Withdrawal strategy can help retirees reduce tax hit

Helping clients establish a "hierarchy of withdrawals"

By Rudy Mezzetta | October 3, 2022

2 min read