Estate Planning

Decorative pattern

Estate Planning

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

December 19, 2012

2 min read

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Estate Planning

When to talk philanthropy

You help clients build wealth. Now, help them give it away

By Christopher Mason |December 19, 2012

7 min read

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Estate Planning

Start the donation discussion

Kickstarting the donation discussion with clients can be difficult, so here's 10 situations that might spur clients to give.

By Staff |December 11, 2012

1 min read

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Estate Planning

Cover all bases for clients

Complete financial planning means achieving more than basic goals.

December 11, 2012

5 min read

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Estate Planning

Helping franchise owners

Wannabe franchise owners pose a special challenge, says David Wilton, director of small business for Scotiabank.

By Lisa MacColl |December 10, 2012

2 min read

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Estate Planning

Fiscal cliff could raise cross-border taxes

President Obama’s re-election may mean higher taxes for Americans in Canada and Canadians with American property. Why?

By Terry F. Ritchie |December 4, 2012

4 min read

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Estate Planning

When giving away the farm makes sense

A dairy farm owner wanted to hand the operation to his son. But the two argued often, and dad wondered if they shared the same goals.

By Suzanne Sharma |December 3, 2012

4 min read

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Estate Planning

How to address an inadequate inheritance

If your client’s wife only left him a quarter of her estate, and little or no life insurance or other benefits on her death, he may be entitled to more.

December 3, 2012

3 min read

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Estate Planning

Get owners to consider succession

Succession planning is essential to a business’s survival. Once your client’s ready to talk about letting go, help him identify his successor. This allows an aging owner to retire on short notice; for instance, if a sudden health issue arises.

December 3, 2012

3 min read

Decorative pattern

Estate Planning

Convince aging biz owners to plan ahead

The recession prompted many Boomer entrepreneurs to delay retirement, with most holding onto their businesses until they regain pre-downturn values.

By Staff |November 30, 2012

1 min read

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