Estate planning

Trusts are essential to estate planning Fallback Image Decorative pattern

Estate Planning

Trusts are essential to estate planning

More than half of Canadians (55%) have written a will, but very few have included trusts as part of their estate plans, says a new CIBC poll. This is a mistake, since they have countless benefits for your clients.

By Staff |April 24, 2013

3 min read

Perils of joint ownership Fallback Image Decorative pattern

Estate Planning

Perils of joint ownership

To avoid wills, some clients put property under joint ownership. It's their biggest asset and they figure, "Why bother with the hassle of a will?"

By Staff |April 18, 2013

2 min read

When an executor declines Fallback Image Decorative pattern

Estate Planning

When an executor declines

Your client’s executor isn’t up for the task. Now what?

By John Lorinc |April 5, 2013

8 min read

How does infertility impact finances? Fallback Image Decorative pattern

Industry

How does infertility impact finances?

One in six Canadian couples experience infertility, according to the Canadian Fertility and Andrology Society. And for many, it’s a surprise, so they don’t have much time to find the cash.

By Rayann Huang |April 1, 2013

4 min read