Estate planning

6 tips for estate planning success Fallback Image Decorative pattern

Estate Planning

6 tips for estate planning success

At least $1 trillion could soon change hands as baby boomers age and begin to leave their assets to younger generations.

By Staff |June 11, 2014

2 min read

How much to pay the executor Fallback Image Decorative pattern

Estate Planning

How much to pay the executor

How do you place a dollar figure on the work involved?

By James Dolan |June 6, 2014

3 min read

Name trustees for clients with disability trusts Fallback Image Decorative pattern

Estate Planning

Name trustees for clients with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.

By Evelyn Juan |June 6, 2014

5 min read

Most don’t do enough estate planning Fallback Image Decorative pattern

Industry

Most don’t do enough estate planning

Many Canadians aged 65 or older want to leave as much of their estate as possible to their family or charitable causes, but only 40% feel "very well prepared" when it comes to making sure that will happen.

By Staff |June 3, 2014

1 min read