Estate Planning

Does your client need an updated estate plan? Fallback Image Decorative pattern

Estate Planning

Does your client need an updated estate plan?

Ask clients these 10 questions during reviews

By Elaine Blades |June 26, 2015

3 min read

How new EU rules for cross-border estates impact Canadians Fallback Image Decorative pattern

Estate Planning

How new EU rules for cross-border estates impact Canadians

The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.

By Margaret O’Sullivan |June 10, 2015

4 min read

What the EU’s trust rules mean for Canadians Fallback Image Decorative pattern

Estate Planning

What the EU’s trust rules mean for Canadians

In Canada, trusts have long been considered a mainstay of sound estate planning.

By James Dolan |May 29, 2015

3 min read

Don’t wait for succession planning to become mandatory Fallback Image Decorative pattern

Estate Planning

Don’t wait for succession planning to become mandatory

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

By Christopher Ambridge |May 27, 2015

2 min read