Estate Planning

Pandemic complicates discretionary trust payouts Pandemic complicates discretionary trust payouts

Advisor's Edge

Pandemic complicates discretionary trust payouts

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

By Rudy Mezzetta |October 30, 2020

4 min read

Effective beneficiary designations when converting RRSPs to RRIFs Effective beneficiary designations when converting RRSPs to RRIFs

Estate Planning

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe |October 2, 2020

5 min read

Ontario consults on estate law reform Fallback Image Decorative pattern

Estate Planning

Ontario consults on estate law reform

The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will

By Rudy Mezzetta  and  Melissa Shin |August 28, 2020

3 min read

Court decision casts doubt over beneficiary designations Fallback Image Decorative pattern

Estate Planning

Court decision casts doubt over beneficiary designations

A judge found that a father’s RRIF belonged to the estate rather than son named on plan

By Rudy Mezzetta |August 4, 2020

4 min read