Estate Planning

What to do when clients argue over shared property What to do when clients argue over shared property

Advisor's Edge

What to do when clients argue over shared property

The ethical advisor answers

By Michelle Schriver |February 17, 2018

3 min read

The perils of will kits in estate planning Fallback Image Decorative pattern

Estate Planning

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

By Tim Brisibe |February 9, 2018

3 min read

How DTC eligibility loss affects RDSPs How DTC eligibility loss affects RDSPs

Estate Planning

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

By David Truong |January 30, 2018

3 min read

When to use a codicil (and when to rewrite the will) When to use a codicil (and when to rewrite the will)

Advisor's Edge

When to use a codicil (and when to rewrite the will)

As financial circumstances change, so must wills

By James Dolan |January 25, 2018

4 min read