Estate Planning

Breaking down the duty to inform

Regularly providing information to beneficiaries — and keeping records — will go a long way

By Rudy Mezzetta |February 5, 2021

3 min read

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll |January 22, 2021

3 min read

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

By Funda Dilaver |January 7, 2021

6 min read

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

By Keith Masterman |December 10, 2020

5 min read