Estate Planning

Advisor's Edge

Keep estate planning documents safe

A key consideration that’s often overlooked

By Margaret O’Sullivan |September 21, 2018

3 min read

Estate Planning

How spousal rights can affect your client’s estate

What you need to know

By Keith Masterman and Patrick Bieler |August 10, 2018

5 min read

Estate Planning

CFIB asks feds to grandfather pre-2019 passive income

The fight over private corporation tax changes spills into Budget 2019

By Staff |August 8, 2018

2 min read

Estate Planning

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

By Nathalie Boutet |August 3, 2018

4 min read

Estate Planning

Planning opportunities with alter ego and joint partner trusts

Find out if they're right for your client

By Keith Masterman |August 1, 2018

4 min read

Estate Planning

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

By Tim Brisibe |July 26, 2018

4 min read

Estate Planning

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

By Chris Delaney |July 18, 2018

5 min read

Advisor's Edge

How much power do beneficiaries actually have?

Beneficiaries have a right to understand the bequest they may be entitled to

By James Dolan |July 13, 2018

4 min read

Advisor's Edge

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

By Margaret O’Sullivan |July 13, 2018

5 min read

Estate Planning

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

By Wilmot George |July 9, 2018

4 min read

← Previous 1 … 15 16 17 18 19 … 71 Next →