Wills

Estate Planning

Ontario amends estate forms, again, to clarify instructions

The province aims to streamline probate applications and speed the court review process

By Rudy Mezzetta |July 13, 2022

3 min read

Industry

CIBC partners with online will platform

Willful will be promoted to personal banking customers

By Staff |July 5, 2022

1 min read

Advisor's Edge

Finding missing beneficiaries

What executors need to know when a beneficiary can’t be easily identified or found

By Rudy Mezzetta |March 14, 2022

5 min read

Estate Planning

RBC partners with estate planning platform to offer online wills

The collaboration provides clients who need basic estate planning an affordable, online option

By Staff |November 16, 2021

1 min read

Advisor's Edge

Collectibles present unique challenge for executors

From sports memorabilia to vintage cars, treasured items require special attention

By Rudy Mezzetta |November 2, 2021

3 min read

Advisor's Edge

How much should an executor be paid?

If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive

By Rudy Mezzetta |October 4, 2021

3 min read

Estate Planning

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

By Doug Carroll |March 23, 2021

4 min read

Estate Planning

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

By Keith Masterman |March 18, 2021

3 min read

Advisor's Edge

The secret to using secret trusts

Clients considering the strategy must take extra care

By Rudy Mezzetta |March 12, 2021

4 min read

Advisor's Edge

Breaking down the duty to inform

Regularly providing information to beneficiaries — and keeping records — will go a long way

By Rudy Mezzetta |February 5, 2021

3 min read

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