Estate planning

Build family trusts properly Fallback Image Decorative pattern

Advisor's Edge Report

Build family trusts properly

Running afoul of tax rules could cost clients

By Melissa Shin |January 23, 2015

8 min read

Watch for elder abuse Fallback Image Decorative pattern

Estate Planning

Watch for elder abuse

A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.

By Dean DiSpalatro |January 23, 2015

10 min read

Ottawa overhauls trust rules Fallback Image Decorative pattern

Estate Planning

Ottawa overhauls trust rules

Ottawa has fast-tracked key technical amendments involving trust and estate planning

By Doug Watt |January 23, 2015

8 min read

The importance of post-mortem planning Fallback Image Decorative pattern

Estate Planning

The importance of post-mortem planning

Eliminate double taxation at death on private company shares

By Elaine Blades and Kevin Tran |January 23, 2015

5 min read