Estate planning

Advisor's Edge

Keep estate planning documents safe

A key consideration that’s often overlooked

By Margaret O’Sullivan |September 21, 2018

3 min read

Advisor's Edge

Pitfalls when filing the T3 tax return

Some of the most common T3 challenges executors should watch for

By James Dolan |March 16, 2018

4 min read

Industry

A will is not an estate plan

Help your clients if they think estate plans simply involve a will

By Melissa Shin |March 8, 2018

3 min read

Industry

Help clients plan for taxes on death

It can be difficult to minimize tax liability upon death

By Melissa Shin |March 6, 2018

4 min read

Estate Planning

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

By Frank Di Pietro |February 22, 2018

5 min read

Advisor's Edge

Filing the T3 tax return

What is the T3, and how does an executor file it properly?

By James Dolan |February 17, 2018

4 min read

Industry

Tax tips when a loved one dies

Offer this list to help grieving clients

By Staff |February 9, 2018

2 min read

Estate Planning

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

By Tim Brisibe |February 9, 2018

3 min read

Advisor's Edge

When to use a codicil (and when to rewrite the will)

As financial circumstances change, so must wills

By James Dolan |January 25, 2018

4 min read

Industry

Help single clients plan for retirement

47% of those planning to retire solo are worried they'll outlive their retirement savings. Here are some tips.

By Staff |January 23, 2018

2 min read

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