Estate Planning

Your clients will inherit $100,000 Fallback Image Decorative pattern

Estate Planning

Your clients will inherit $100,000

Are you preparing your clients to handle their inheritances responsibly?

By Staff |July 8, 2014

1 min read

When your client wants to change beneficiaries Fallback Image Decorative pattern

Estate Planning

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read

How the Clintons use trusts to cut tax Fallback Image Decorative pattern

Estate Planning

How the Clintons use trusts to cut tax

Publicly, Bill and Hillary Clinton have championed an estate tax, notes Bloomberg, on the grounds that it would help keep the country from being controlled by wealthy families. “That doesn’t mean they want to pay it,” notes the report.

By Staff |June 20, 2014

1 min read

Is that trust resident, or non-resident? Fallback Image Decorative pattern

Estate Planning

Is that trust resident, or non-resident?

The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.

By Staff |June 17, 2014

3 min read