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Elaine Blades

Dying intestate: what clients should know Fallback Image Decorative pattern

Estate Planning

Dying intestate: what clients should know

The consequences of not having a will

By Elaine Blades |October 21, 2016

4 min read

Understand executor compensation rules Fallback Image Decorative pattern

Estate Planning

Understand executor compensation rules

Understanding the rules

By Elaine Blades |March 18, 2016

5 min read

Help clients give away assets Fallback Image Decorative pattern

Estate Planning

Help clients give away assets

Gifting assets during one’s lifetime is fraught with legal and tax traps

By Elaine Blades |November 27, 2015

4 min read

Beware legal and tax traps when gifting Fallback Image Decorative pattern

Financial Planning

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive

By Elaine Blades |November 20, 2015

4 min read

Should you invest in ethical trusts? Fallback Image Decorative pattern

Investing

Should you invest in ethical trusts?

If you're a trustee, ensure you have the mandate to establish ethical investment principles

By Elaine Blades |October 23, 2015

4 min read

When to use incentive trusts Fallback Image Decorative pattern

Estate Planning

When to use incentive trusts

Address the downside of inherited wealth

By Elaine Blades |September 18, 2015

5 min read

When to use incentive trusts Fallback Image Decorative pattern

Tax

When to use incentive trusts

You want to ensure your estate is transferred in a tax-efficient manner and your wealth transfer does more good than harm.

By Elaine Blades |September 16, 2015

5 min read

Does your client need an updated estate plan? Fallback Image Decorative pattern

Estate Planning

Does your client need an updated estate plan?

Ask clients these 10 questions during reviews

By Elaine Blades |June 26, 2015

3 min read

Do you need to update your estate plan? Fallback Image Decorative pattern

Financial Planning

Do you need to update your estate plan?

If you answer yes to any of these questions, it might be time to revamp your plan

By Elaine Blades |June 19, 2015

3 min read

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