Wills

Estate plans are for everyone

Everyone needs an estate plan, says Jamie Golombek, managing director of tax and estate planning with CIBC Private Wealth Management.

By Martha Porado |August 22, 2012

2 min read

Estate Planning

Bad estate planning burns inheritance

With proper tax planning, you can reduce the amount of taxes payable on your property. But, improper planning can cost you a whole lot more; one B.C. couple's ill-advised plans cost them $700,000.

By Mark Weisleder |August 21, 2012

2 min read

Estate Planning

Avoid estate abuse

Lessons learned from the mishandling of miner Paul Penna’s multi-million dollar bequest

By Melissa Campeau |August 20, 2012

4 min read

Estate Planning

How to use testamentary trusts

Splitting income inside a trust trims tax for your beneficiaries

August 13, 2012

2 min read

Get clients to make estate decisions

Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.

2 min read

Never too early for succession plans: BMO

Creating a will—while important for any client—is particularly critical for business owners. And more than one-third of Canadian small business owners are actively putting a succession plan in place, says a BMO study released today, which is a significant increase from the 15% who reported having a plan in 2010. Read: Small businesses lag on […]

By Staff |July 19, 2012

2 min read

Why wills are not enough

Your clients are living longer. And, as a result, are more likely to face complex health issues. While they may have a will, it’s crucial to remind them that it won’t cover potential incapacity and all health issues. Read: Don’t assume your client has a will The number of seniors aged 65 and over increased […]

By Staff |June 25, 2012

2 min read

Wills

Estate plans are for everyone

Bad estate planning burns inheritance

Avoid estate abuse

How to use testamentary trusts

Get clients to make estate decisions

Never too early for succession plans: BMO

Hiring an executor

How estates get ruined

Why wills are not enough

3 estate planning mistakes