Estate planning

Opportunities and pitfalls for foreign inheritances and beneficiaries Fallback Image Decorative pattern

Estate Planning

Opportunities and pitfalls for foreign inheritances and beneficiaries

Tread carefully to avoid tax mistakes

By Margaret O’Sullivan |April 21, 2017

4 min read

When the executor is also a beneficiary Fallback Image Decorative pattern

Estate Planning

When the executor is also a beneficiary

Depending on family dynamics, it's a structure that may make sense.

By James Dolan |April 13, 2017

4 min read

What to do when an adult child dies intestate Fallback Image Decorative pattern

Estate Planning

What to do when an adult child dies intestate

This client case walks you through the process

By Susan Goldberg |April 13, 2017

6 min read

IIROC’s new executor rule effective Oct. 6 Fallback Image Decorative pattern

Industry

IIROC’s new executor rule effective Oct. 6

Coming soon: The implementation of IIROC's new rules that restrict investment firm employees’ ability to act as power of attorney.

By Staff |April 6, 2017

1 min read