Estate planning

How to deal with a cross-border estate Fallback Image Decorative pattern

Estate Planning

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S. domiciled estate. It’s complicated. And what executors don’t know about U.S. reporting regulations and tax laws can hurt them.

By James Dolan |February 7, 2014

3 min read

5 common drafting problems with wills Fallback Image Decorative pattern

Estate Planning

5 common drafting problems with wills

More than half of Canadians do not have wills, according to estimates. And of those that do, many may be outdated or improperly drafted.

By Margaret O’Sullivan |February 6, 2014

2 min read

Preventing POA abuses Fallback Image Decorative pattern

Estate Planning

Preventing POA abuses

When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.

By Risha Gotlieb |January 27, 2014

4 min read

Help a difficult, elderly client Fallback Image Decorative pattern

Estate Planning

Help a difficult, elderly client

How to create a succession and estate plan before it’s too late

By Suzanne Sharma |January 17, 2014

10 min read