Estate Planning

No duty to disclose beneficiary change, court finds Fallback Image Decorative pattern

Estate Planning

No duty to disclose beneficiary change, court finds

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

By James Langton |October 19, 2022

2 min read

B.C. lawyers still wary after a year of electronic wills B.C. lawyers still wary after a year of electronic wills

Estate Planning

B.C. lawyers still wary after a year of electronic wills

Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods

By Michael McKiernan |October 13, 2022

3 min read

Withdrawal strategy can help retirees reduce tax hit Withdrawal strategy can help retirees reduce tax hit

Estate Planning

Withdrawal strategy can help retirees reduce tax hit

Helping clients establish a "hierarchy of withdrawals"

By Rudy Mezzetta |October 3, 2022

2 min read

Power of attorney and incapacity planning: Do you have a plan? Power of attorney and incapacity planning: Do you have a plan?

Estate Planning

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

By Akua Carmichael |September 23, 2022

3 min read