Estate planning

Due diligence can prevent estate litigation Fallback Image Decorative pattern

Estate Planning

Due diligence can prevent estate litigation

Poor choices made by financial planners in connecting their clients to wills and estate lawyers can, and often do, result in lengthy and expensive estate litigation. Solicitor negligence is not something that people like to talk about, but it can be a problem, said Markham-based Andrea Kelly, barrister and solicitor, speaking at the CIFPs’ 9th […]

By Vikram Barhat |June 17, 2011

4 min read

Increasing estate value for the affluent Fallback Image Decorative pattern

Planning and Advice

Increasing estate value for the affluent

Frequently incorporated in estate plans for affluent clients, an estate bond is a taxefficient strategy that creates a large and immediate estate value.

By André L’Espérance |June 3, 2011

3 min read

Fear hinders effective transfer of wealth: SEI Fallback Image Decorative pattern

Estate Planning

Fear hinders effective transfer of wealth: SEI

A recent SEI Wealth Insight Initiative roundtable suggests that fear of negative outcomes and a lack of confidence in heirs are two of the biggest barriers to families sustaining and growing wealth over time. The roundtable gathered small groups of wealthy families—those with more than $5 million in investable assets—to discuss their experiences and offer […]

By Dean DiSpalatro |April 27, 2011

3 min read

Increasing estate value for the affluent Fallback Image Decorative pattern

Planning and Advice

Increasing estate value for the affluent

Frequently incorporated in estate plans for affluent clients, an estate bond is a taxefficient strategy that creates a large and immediate estate value.

By André L’Espérance |April 1, 2011

3 min read