Wills

Estate Planning

How to remove a trustee

The resignation, removal and substitution of trustees.

By Paul W. Taylor |May 22, 2013

4 min read

Estate Planning

When an executor declines

Your client’s executor isn’t up for the task. Now what?

By John Lorinc |April 5, 2013

8 min read

Estate Planning

Contest unusual conditions in wills

A great uncle leaves $1 million to his nephew. But he must marry within two weeks to receive it. What now?

By Suzanne Sharma |January 26, 2013

5 min read

Estate Planning

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

December 19, 2012

2 min read

Estate Planning

How to address an inadequate inheritance

If your client’s wife only left him a quarter of her estate, and little or no life insurance or other benefits on her death, he may be entitled to more.

December 3, 2012

3 min read

Estate Planning

Don’t take these shortcuts

joint tenancies and simple wills can have expensive consequences

By Elaine Blades |November 13, 2012

7 min read

Estate Planning

Big estate? Avoid disputes

If your clients are rich, the likelihood of a will being contested grows.

By Akua Carmichael and Ian Harvey |November 2, 2012

3 min read

Estate Planning

Make sure kids don’t inherit too much

It’s natural for parents to worry. And, if they’re rich, they’re probably concerned about spoiling their children.

By Staff |October 30, 2012

2 min read

Estate Planning

When are trusts better than wills?

For clients older than 65, some trusts can help with succession planning.

By Margaret O’Sullivan |October 3, 2012

2 min read

Products

Slow the real estate rush

Many immigrant clients value property over less tangible forms of wealth, since a home is a tactile sign of success.

September 5, 2012

3 min read

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