Estate Planning

Sell a business and reduce taxes Fallback Image Decorative pattern

Estate Planning

Sell a business and reduce taxes

You can sell or transition your business without writing Revenue Canada a huge cheque

By Paul McLaughlin |April 23, 2013

5 min read

Beware when clients co-sign mortgages Fallback Image Decorative pattern

Estate Planning

Beware when clients co-sign mortgages

Jennifer didn’t understand the full impact of co-signing and has little time to resolve the problem. The advisor must scramble to find a solution.

By Lisa MacColl |April 22, 2013

4 min read

Perils of joint ownership Fallback Image Decorative pattern

Estate Planning

Perils of joint ownership

To avoid wills, some clients put property under joint ownership. It's their biggest asset and they figure, "Why bother with the hassle of a will?"

By Staff |April 18, 2013

2 min read

Retirement planning for older parents Fallback Image Decorative pattern

Estate Planning

Retirement planning for older parents

Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that impact planning?

By Melissa Shin |April 18, 2013

6 min read