Estate Planning

48% of Canadians have no will: survey Fallback Image Decorative pattern

Estate Planning

48% of Canadians have no will: survey

Warren Buffett famously noted that, when it comes to inheritances, the perfect amount to leave children is enough so that they feel they can do anything, but not so much that they can do nothing. Sounds like a plan for success. The only problem is, many Canadians don’t have a plan at all. A BMO […]

By Staff |March 30, 2017

2 min read

Budget changes donation rules Fallback Image Decorative pattern

Estate Planning

Budget changes donation rules

If you have charitable clients, read this article.

By Katie Keir |March 24, 2017

3 min read

Dealing with errors in wills Fallback Image Decorative pattern

Estate Planning

Dealing with errors in wills

Despite best efforts, some wills contain oversights, ambiguities or spelling mistakes.

By James Dolan |March 10, 2017

4 min read

How much power do powers of attorney really have? Fallback Image Decorative pattern

Estate Planning

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

By Keith Masterman |February 7, 2017

4 min read