Estate planning

Understand PoA requirements Fallback Image Decorative pattern

Estate Planning

Understand PoA requirements

Getting it right will spare your clients headaches down the road.

By Darren Lund |December 24, 2013

5 min read

4 estate planning tips when clients move Fallback Image Decorative pattern

Estate Planning

4 estate planning tips when clients move

Ensure you revisit estate plans when clients move to other provinces and territories. Here’s what to consider.

December 9, 2013

2 min read

What to consider before appointing a PoA Fallback Image Decorative pattern

Estate Planning

What to consider before appointing a PoA

An increasing number of baby boomers are now living nine to 11 years past the time they’re considered healthy.

By Staff |December 9, 2013

2 min read

When there’s no will Fallback Image Decorative pattern

Estate Planning

When there’s no will

Here’s what to do when your client’s parents dies intestate

By John Lorinc |November 27, 2013

7 min read