Beneficiary

Estate Planning

Balancing the needs of income and capital beneficiaries

Trusts and total return investing in challenging times

By Margaret O’Sullivan |April 8, 2016

3 min read

Estate Planning

Don’t let courts choose who gets dead clients’ RRIFs

The courts have ordered proceeds to be paid to someone other than the designated beneficiary.

By Keith Masterman |March 18, 2016

6 min read

Estate Planning

The flexibility of beneficiary designations

Clients can use their wills to make designations

By Margaret O’Sullivan |October 16, 2015

4 min read

Estate Planning

Provincial trust residency tested

In this case, the taxpayer prevails

By Doug Carroll |October 16, 2015

3 min read

Estate Planning

TFSA designations may cause estate problems

Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.

By Amin Mawani |May 14, 2015

4 min read

Estate Planning

How to give money to grandchildren

Tips for using wills and lifetime gifts correctly.

By Elaine Blades |March 20, 2015

6 min read

Estate Planning

Get help managing funds of minors, disabled clients

If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.

January 16, 2015

4 min read

Estate Planning

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read

Estate Planning

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read

Life

Insurance for newlyweds

Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients receive double the payout.

By Sarah Brown |June 6, 2014

3 min read

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