Estate planning

Estate pitfalls for common-law partners Fallback Image Decorative pattern

Economic Indicators

Estate pitfalls for common-law partners

Not all relationships are treated equally

By Elaine Blades |September 12, 2014

5 min read

STEP Canada launches 
Certificate in Estate and Trust Administration program Fallback Image Decorative pattern

Industry

STEP Canada launches 
Certificate in Estate and Trust Administration program

The first course, foundations of estate and trust administrations, will begin in November.



By Staff |September 9, 2014

1 min read

Top 5 estate administration mistakes Fallback Image Decorative pattern

Estate Planning

Top 5 estate administration mistakes

Help executors avoid these common errors.

By Elaine Blades |September 8, 2014

6 min read

Handling life insurance proceeds Fallback Image Decorative pattern

Estate Planning

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read