Law

How much to pay the executor Fallback Image Decorative pattern

Estate Planning

How much to pay the executor

How do you place a dollar figure on the work involved?

By James Dolan |June 6, 2014

3 min read

Name trustees for clients with disability trusts Fallback Image Decorative pattern

Estate Planning

Name trustees for clients with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.

By Evelyn Juan |June 6, 2014

5 min read

Feed the income hungry Fallback Image Decorative pattern

Market Insights

Feed the income hungry

Editorial: Ultra-low interest rates limit choices for conservative investors

By Melissa Shin |May 9, 2014

2 min read

Should this client sue? Fallback Image Decorative pattern

Planning and Advice

Should this client sue?

Janine is a top civil engineer at a prestigious Canadian firm. She accepted an offer from a competing company that gave her a better title and a 20% raise.

By Evelyn Juan |April 4, 2014

3 min read