Estate Planning

Estate Planning

Help blended families

Relationship dynamics should drive strategy

By Darren Lund |April 11, 2014

5 min read

Estate Planning

Wealthy to leave 30% of estates to children

Help clients decide how much to leave to kids.

By Staff |April 8, 2014

1 min read

Estate Planning

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

Estate Planning

Discuss final expenses before it’s too late

If clients plan for final expenses, it’ll make things easier on their children.

By John Lorinc |April 4, 2014

7 min read

What to ask before taking the executor’s job

A client’s close friend asked him to be her executor. Honoured, he agreed. But now he’s come to you, admitting he doesn’t know what to do. All too often, executors accept the job without understanding the scope of the work, the complexity of the estate or the dynamic of the testator’s family—all of which can make the job more difficult.

By James Dolan |April 4, 2014

3 min read

Estate Planning

Help blended families

Wealthy to leave 30% of estates to children

When a client might cut off an adult child

Discuss final expenses before it’s too late

What to ask before taking the executor’s job

What to do with unexpected assets

Advise clients about potential forced heirship

Help clients prioritize retirement

Help an ailing business owner

Don’t make estate administration mistakes