Estate planning

Common gaps when appointing an attorney for property and personal care Common gaps when appointing an attorney for property and personal care

Estate Planning

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

By Akua Carmichael |November 10, 2022

5 min read

Can an executor quit? Can an executor quit?

Advisor's Edge

Can an executor quit?

Yes, but it’s complicated

By Rudy Mezzetta |November 7, 2022

3 min read

FHSA, other tax proposals tabled in House of Commons Fallback Image Decorative pattern

Tax News

FHSA, other tax proposals tabled in House of Commons

Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more

By Melissa Shin |November 4, 2022

3 min read

No duty to disclose beneficiary change, court finds Fallback Image Decorative pattern

Estate Planning

No duty to disclose beneficiary change, court finds

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

By James Langton |October 19, 2022

2 min read