Estate planning

Prepare your clients with these inheritance horror stories

If your clients have rose-tinted ideas about inheriting windfalls from their parents or grandparents, these inheritance nightmares that will set them straight.

By Staff |March 13, 2015

1 min read

Estate Planning

New complications for trust planning

Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.

By Stella Gasparro |March 6, 2015

4 min read

Estate Planning

Should you be a client’s executor?

Compliance Roundup

March 6, 2015

4 min read

Estate Planning

Why clients should consider long-term care insurance

The cost of long-term care

By David Wm. Brown and Sarah Brown |March 6, 2015

5 min read

Why clients may need multiple cross-border POAs

While multiple will planning is a familiar strategy to deal with foreign assets on death, preparing multiple powers of attorney for use in jurisdictions where clients spend time and hold assets is less common.

3 min read

Estate planning

Prepare your clients with these inheritance horror stories

New complications for trust planning

Should you be a client’s executor?

Why clients should consider long-term care insurance

What the right-to-die ruling means for POAs

Why clients may need multiple cross-border POAs

Support this law to help grieving clients

What to do when a client experiences loss

Understanding cross-border estate rules

Why you should tackle digital estate planning