Estate Planning

3 ways to create an insurance trust

An insurance trust is a tool that can allow a policy owner to control the timing and use of insurance proceeds following the death of the insured

By Mike George |November 26, 2012

5 min read

Economic Indicators

Charity on rise: BMO

BMO Harris Private Banking has released the findings of its Second Annual Philanthropy Report, which found that the number of Canadians giving to charitable causes – and the amount they are giving – is rising.

By Staff |November 15, 2012

2 min read

Estate Planning

A Henson Trust alternative

Opportunities for disabled beneficiaries don’t end with the estate plan

By Darren Lund |November 13, 2012

5 min read

Estate Planning

Don’t take these shortcuts

joint tenancies and simple wills can have expensive consequences

By Elaine Blades |November 13, 2012

7 min read

A Jedi Master’s estate plan

Star Wars creator George Lucas recently sold his franchise to Disney in a $4.05 billion cash deal. Many estate planning experts are calling the “move worthy of a Jedi Master,” reports marketwatch.com. None of Lucas’s three adopted children wanted to take over the empire, so the strategy will save them the hassles of managing their […]

By Wire services |November 6, 2012

1 min read

Estate Planning

3 ways to create an insurance trust

Charity on rise: BMO

A Henson Trust alternative

Don’t take these shortcuts

The final word on offshore trusts

4 ways to save cross-border tax

A Jedi Master’s estate plan

Big estate? Avoid disputes

When to use dual wills

Make sure kids don’t inherit too much