Estate planning

Can clients trust their heirs?

Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets

By Paul Gibney and Brent Pidborochynski |July 19, 2012

4 min read

Estate Planning

An estate planning checklist

Get started with our 24-point plan

By Mike George |July 18, 2012

5 min read

Estate Planning

Hiring an executor

Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate

By James Dolan |July 17, 2012

4 min read

Estate Planning

How estates get ruined

How to duck a knockout blow to your estate

By Ian Harvey |July 13, 2012

6 min read

Estate Planning

Employees can buy out the boss

Laying the foundation for an employee buy-out

By Deborah Aarts |July 10, 2012

5 min read

Estate Planning

Tips for giving inheritances to disabled children

If a disabled client receives an inheritance, it can interfere with federal and provincial social assistance benefits. So you must do special planning to prevent any erosion of benefits, while allowing assets to build for the future.

By Carol Bezaire |July 5, 2012

4 min read

Estate Planning

Protect the family cottage

A leading property insurer shares the following tips and considerations for making sure your cottage getaways are both fun and safe this season.

By Neal Muschett |July 5, 2012

2 min read

Estate Planning

Protect businesses from husbands

Your client’s a successful woman who owns a thriving business, Her husband has little or nothing to do with it. Still, she wants to make him a shareholder. Why?

By David H. Shlagbaum |June 28, 2012

3 min read

Estate Planning

Insurance won’t solve everything

Those who have experienced life-threatening situations understand the appeal of life and critical illness insurance. But are those protections enough? “[Couples] need to consider having a mandate in case of incapacity. This is particularly important if you’re common-law spouses and thus not recognized by the civil code,” says Helene Marquis, regional director of Wealth Advisory Services, CIBC Private Investment Consultation.

By Martha Porado |June 28, 2012

1 min read

Estate Planning

Advisors must help clients plan their deaths

As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.

By Melissa Shin |June 28, 2012

6 min read

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