Estate planning

Do clients feel guilty about inheritances? Fallback Image Decorative pattern

Estate Planning

Do clients feel guilty about inheritances?

Receiving a large, unexpected, sum of money has its advantages, but clients often have mixed feelings when that money comes in the form of an inheritance.

By Staff |July 17, 2013

2 min read

Leaving money to an unborn heir Fallback Image Decorative pattern

Estate Planning

Leaving money to an unborn heir

Karen is a single, 60-year-old retired executive with several million dollars worth of assets. Her twin daughters, Sarah and Leigh, are both pregnant. She wants to make sure her daughters and future grandchildren are taken care of, but is unsure how to leave money to unborn children.

By Lisa MacColl |July 16, 2013

5 min read

Family of former Sopranos star facing estate tax nightmare Fallback Image Decorative pattern

Estate Planning

Family of former Sopranos star facing estate tax nightmare

Almost $30 million of the late James Gandolfini’s $70 million estate could be subject to a massive death tax, reports the New York Daily News.

By Staff |July 15, 2013

1 min read

Canadians keep executors in the family: BMO Fallback Image Decorative pattern

Estate Planning

Canadians keep executors in the family: BMO

56% of Canadians have a will in place, and 80% within this group plan to make the executor of their estates a member of their families says a new report by BMO Harris Private Banking.

By Staff |July 4, 2013

1 min read