Estate Planning

Deciding if an IPP is right for your client Fallback Image Decorative pattern

Estate Planning

Deciding if an IPP is right for your client

Consider these plan funding details for a hypothetical medco

May 16, 2019

6 min read

Estate planning and the disabled beneficiary Fallback Image Decorative pattern

Estate Planning

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

By Keith Masterman |May 10, 2019

3 min read

An expedient alternative to the post-mortem pipeline Fallback Image Decorative pattern

Estate Planning

An expedient alternative to the post-mortem pipeline

A strategy for business-owner clients to mitigate double taxation at death

By Rebecca Cicco |May 9, 2019

6 min read

Is pension income splitting available for the year of death? Fallback Image Decorative pattern

Estate Planning

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

By Wilmot George |May 7, 2019

4 min read