Beneficiary

Breaking down the duty to inform Breaking down the duty to inform

Advisor's Edge

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

Pandemic complicates discretionary trust payouts Pandemic complicates discretionary trust payouts

Advisor's Edge

Pandemic complicates discretionary trust payouts

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

By Rudy Mezzetta |October 30, 2020

4 min read

Effective beneficiary designations when converting RRSPs to RRIFs Effective beneficiary designations when converting RRSPs to RRIFs

Estate Planning

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe |October 2, 2020

5 min read

When naming minor beneficiaries causes major complications Fallback Image Decorative pattern

Tax Strategies

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

By Keith Masterman |August 7, 2020

4 min read