Estate planning

Avoiding estate litigation

Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of the deceased’s estate, even the best efforts can be fruitless if the estate faces claims that wind up in court.

By Akua Carmichael |May 29, 2013

5 min read

Estate Planning

Death and taxes: what you need to know

Understand the basic rules applicable to deceased taxpayers, estates and trusts

By Elaine Blades and Scott Cummings |May 27, 2013

6 min read

Estate Planning

Don’t underestimate senior clients

Retired clients are considered risk-averse, but there are always exceptions.

May 23, 2013

1 min read

Estate Planning

How to remove a trustee

The resignation, removal and substitution of trustees.

By Paul W. Taylor |May 22, 2013

4 min read

Happy retirees making life easier for Canadian advisors

Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.

2 min read

Estate planning

Avoiding estate litigation

Death and taxes: what you need to know

Don’t underestimate senior clients

How to remove a trustee

Make the most of cottage season

Use an NPO to hold recreational property

Should snowbirds live in the U.S.?

Sequence of retirement meetings

Marriage contracts protect assets

Happy retirees making life easier for Canadian advisors