Estate planning

Educate clients about advance care directives

Wanda Morris’s father-in-law spent the last month of his life strapped into a chair.

By Melissa Shin |June 27, 2012

2 min read

3 estate planning mistakes

The majority of Canadians (78%) have no experience managing an estate, finds a CIBC poll.

By Staff |June 22, 2012

2 min read

Estate pros must consider digital assets

As estate planning enters the 21st century, digital assets are fast becoming an integral part of the process.

By Vikram Barhat |June 21, 2012

3 min read

Missed STEP? Check out our tweets

Advisor.ca is at the 14th National Conference of the Society of Trust and Estate Practitioners in Toronto.

By Staff |June 12, 2012

4 min read