Beneficiary

How to deal with income and capital beneficiaries How to deal with income and capital beneficiaries

Advisor's Edge

How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

By James Dolan |September 20, 2019

3 min read

Managing estate holdbacks Fallback Image Decorative pattern

Advisor's Edge

Managing estate holdbacks

Helping executors decide how much to keep aside for complicated estates

By James Dolan |March 25, 2019

4 min read

Mutual wills: proceed with caution Mutual wills: proceed with caution

Advisor's Edge

Mutual wills: proceed with caution

Examining an alternative to trusts

By Margaret O’Sullivan |November 28, 2018

4 min read

Help your client prepare to write a will Help your client prepare to write a will

Advisor's Edge

Help your client prepare to write a will

Tips to inspire action so clients ace the task we love to avoid

November 28, 2018

9 min read