Wills

Estate Planning

Family of heiress takes her $300M will to court

Her family is trying to muscle in on her will by claiming she was mentally ill.

By Staff |September 18, 2013

1 min read

Estate Planning

Help disinherit the black sheep

Rules vary from province to province

By Dean DiSpalatro |September 17, 2013

6 min read

Estate Planning

Faceoff: Should young people have wills?

Do twenty- and thirty-somethings need wills? Experts remain divided.

By Kanupriya Vashisht |September 17, 2013

5 min read

Estate Planning

Despite solid will, last wishes of art collector thwarted

The story of American art collector Charles Loeser shows a detailed will is no guarantee your client’s wishes will be fulfilled, reports the L.A. Times.

By Staff |September 9, 2013

1 min read

If clients move, revisit their estate plans

Many advisors don’t realize clients have to revisit estate plans when they move to other provinces and territories. While taxation rules on death are generally the same across Canada, other family laws aren’t. Here’s what to consider.

3 min read

Leaving money to an unborn heir

Karen is a single, 60-year-old retired executive with several million dollars worth of assets. Her twin daughters, Sarah and Leigh, are both pregnant. She wants to make sure her daughters and future grandchildren are taken care of, but is unsure how to leave money to unborn children.

5 min read

Wills

Family of heiress takes her $300M will to court

Help disinherit the black sheep

Faceoff: Should young people have wills?

Despite solid will, last wishes of art collector thwarted

Hiring an executor

Minimize executor liability

If clients move, revisit their estate plans

Protect clients before a third marriage

Leaving money to an unborn heir

Help wealthy clients overcome 4 estate mistakes