Beneficiary

Snowbirds leave insurance up in the air Fallback Image Decorative pattern

Industry

Snowbirds leave insurance up in the air

Do your snowbird clients have up to date insurance to protect them during their southern stay?

By Staff |May 20, 2014

2 min read

When a client might cut off an adult child Fallback Image Decorative pattern

Estate Planning

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

Discuss final expenses before it’s too late Fallback Image Decorative pattern

Estate Planning

Discuss final expenses before it’s too late

If clients plan for final expenses, it’ll make things easier on their children.

By John Lorinc |April 4, 2014

7 min read

What to ask before taking the executor’s job Fallback Image Decorative pattern

Estate Planning

What to ask before taking the executor’s job

A client’s close friend asked him to be her executor. Honoured, he agreed. But now he’s come to you, admitting he doesn’t know what to do. All too often, executors accept the job without understanding the scope of the work, the complexity of the estate or the dynamic of the testator’s family—all of which can make the job more difficult.

By James Dolan |April 4, 2014

3 min read