Estate Planning

Top 5 estate administration mistakes Fallback Image Decorative pattern

Estate Planning

Top 5 estate administration mistakes

Help executors avoid these common errors.

By Elaine Blades |September 8, 2014

6 min read

Should your client incorporate? Fallback Image Decorative pattern

Estate Planning

Should your client incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where clients live and what they invest in.

By Stella Gasparro |September 5, 2014

3 min read

Handling life insurance proceeds Fallback Image Decorative pattern

Estate Planning

Handling life insurance proceeds

Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read

What not to do in estate planning Fallback Image Decorative pattern

Estate Planning

What not to do in estate planning

Avoid common mistakes

By Elaine Blades |August 25, 2014

6 min read