Estate planning

Estate Planning

3 estate planning mistakes

The best way to learn is through mistakes. So here are three common estate planning offences.

By Elaine Blades |July 14, 2014

2 min read

Estate Planning

Your clients will inherit $100,000

Are you preparing your clients to handle their inheritances responsibly?

By Staff |July 8, 2014

1 min read

Estate Planning

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read

Industry

Are women more charitable than men?

Women are leading the way when it comes to philanthropy in Canada.

By Staff |June 23, 2014

2 min read

Estate Planning

How the Clintons use trusts to cut tax

Publicly, Bill and Hillary Clinton have championed an estate tax, notes Bloomberg, on the grounds that it would help keep the country from being controlled by wealthy families. “That doesn’t mean they want to pay it,” notes the report.

By Staff |June 20, 2014

1 min read

Industry

Avoid celebrity estate mistakes

Celebrities may have large bank accounts, but sometimes they fail to put adequate estate plans in place.

By Staff |June 20, 2014

1 min read

Estate Planning

Is that trust resident, or non-resident?

The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.

By Staff |June 17, 2014

3 min read

Estate Planning

Insurance and estate law update

Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate law.

By Staff |June 16, 2014

3 min read