Estate planning

Advise clients about potential forced heirship

One of the fundamental goals clients have when they put wills in place is deciding the “who, what, when, where, why and how” of how to pass their property upon death.

By Margaret O’Sullivan |March 21, 2014

3 min read

Estate Planning

Help clients prioritize retirement

Saving for retirement has taken a back seat to debt repayment.

By Staff |March 17, 2014

1 min read

Estate Planning

Help an ailing business owner

Options for an indebted software entrepreneur facing a health crisis

By Dean DiSpalatro |March 14, 2014

10 min read

Estate Planning

Don’t make estate administration mistakes

Executors can be held personally liable

By Elaine Blades |March 14, 2014

5 min read

Will assets pass away with your clients?

Only 2% of heirs plan on keeping assets with their parents’ advisors, according to Investor Economics. This means you’ll likely lose assets to other advisors. And lack of loyalty is just the tip of the iceberg.

3 min read

Estate planning

Advise clients about potential forced heirship

Help clients prioritize retirement

Help an ailing business owner

Don’t make estate administration mistakes

Will assets pass away with your clients?

When capacity’s in question, what can you tell the kids?

Tax benefits of an estate freeze

5 steps to estate success

Tax changes may hurt disabled Canadians

Budget gives executors wiggle room