Estate Planning

Estate Planning

8 ways clients can manage finances

Invest, spend, and provide wisely once a business is sold

By James Dolan |March 20, 2013

3 min read

Estate Planning

3 ways to help boomers retire

Baby boomers are beginning to turn 65, but many may have decided to work longer.

By Christopher Mason |March 18, 2013

1 min read

Estate Planning

Entrepreneurs working without a plan

Whether it’s a lack of sufficient retirement funds or simply enjoying their jobs, more Canadians are staying in the workforce after age 65.

By Staff |March 13, 2013

2 min read

Estate Planning

Michael Jackson estate battle continues

The estate of Michael Jackson is taking the IRS to court to dispute a tax bill.

By Staff |February 10, 2013

2 min read

Estate Planning

Contest unusual conditions in wills

A great uncle leaves $1 million to his nephew. But he must marry within two weeks to receive it. What now?

By Suzanne Sharma |January 26, 2013

5 min read

Estate Planning

Estate planning articles to share with clients

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]

By Staff |January 22, 2013

1 min read

Estate Planning

All about shareholders’ agreements

Make sure business-owner clients have drawn up these documents.

By Mike George |January 15, 2013

6 min read

Estate Planning

“It’s time to sell your company”

Those words strike fear in a business-owner client. Explain you’re there to help.

By John Lorinc |January 14, 2013

7 min read

Estate Planning

What the cliff act means for estate taxes

The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.

By Terry F. Ritchie |January 9, 2013

3 min read

Estate Planning

Preserve assets with a principal residence trust

When I met with Gordon and Victoria about their upcoming second marriage, they wished to discuss what legacies they wanted to leave to the children they each had in previous marriages.

By Lorne Saltman |January 8, 2013

2 min read

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