Estate Planning

New rules for probating an Ontario estate

Ontario now requires executors to explain how much they say an estate is worth.

By Staff |January 9, 2015

1 min read

What happens when advisors get divorced?

How to account for books of business in equalization calculations.

By Neil Maisel and Aaron Franks |December 12, 2014

5 min read

Clients buying U.S. property? Consider trusts

Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.

By Margaret O’Sullivan |December 1, 2014

2 min read

Ask better questions to protect clients’ estates

Questions that start with "how" aren't always best.

By Rick Gilmour |November 28, 2014

3 min read