Estate planning

Estate Planning

Anatomy of a business sale

When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.

By Mark Groulx |August 4, 2016

3 min read

Estate Planning

How many beneficiaries can clients have?

A reader asks, and we answer.

By Melissa Shin |July 22, 2016

3 min read

Estate Planning

Your role in intergenerational wealth transfer

An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.

By Tim Brisibe |July 4, 2016

2 min read

Planning and Advice

Senators decide against advance directives for assisted death

The amendment would have allowed people to spell out the circumstances in which they would want an assisted death.

By Staff, with files from The Canadian Press |June 15, 2016

5 min read

How (and when) to pay estate debts

Paying estate debts: it’s one of the executor’s most important duties. But what is the process? Who gets paid first? And can creditors jump the queue? Discretion with solvent estates The answers to these questions depend on whether the estate is solvent, explains David Mifsud, associate at Ross & McBride LLP in Hamilton. “Assuming that […]

By James Dolan |April 8, 2016

5 min read

Estate planning

Anatomy of a business sale

How many beneficiaries can clients have?

Your role in intergenerational wealth transfer

Senators decide against advance directives for assisted death

Tips for helping families with disability planning

When a testator has the right to discriminate

Urge clients to communicate with estate beneficiaries: STEP expert

Father squanders multi-million-dollar legacy

How (and when) to pay estate debts

Balancing the needs of income and capital beneficiaries