Estate Planning

Estate Planning

How estates get ruined

How to duck a knockout blow to your estate

By Ian Harvey |July 13, 2012

6 min read

Estate Planning

Employees can buy out the boss

Laying the foundation for an employee buy-out

By Deborah Aarts |July 10, 2012

5 min read

Estate Planning

Tips for giving inheritances to disabled children

If a disabled client receives an inheritance, it can interfere with federal and provincial social assistance benefits. So you must do special planning to prevent any erosion of benefits, while allowing assets to build for the future.

By Carol Bezaire |July 5, 2012

4 min read

Estate Planning

Protect the family cottage

A leading property insurer shares the following tips and considerations for making sure your cottage getaways are both fun and safe this season.

By Neal Muschett |July 5, 2012

2 min read

Insurance won’t solve everything

Those who have experienced life-threatening situations understand the appeal of life and critical illness insurance. But are those protections enough? “[Couples] need to consider having a mandate in case of incapacity. This is particularly important if you’re common-law spouses and thus not recognized by the civil code,” says Helene Marquis, regional director of Wealth Advisory Services, CIBC Private Investment Consultation.

1 min read

Estate Planning

How estates get ruined

Employees can buy out the boss

Tips for giving inheritances to disabled children

Protect the family cottage

Why prepay the funeral?

Insure the cottage correctly

Protect businesses from husbands

Insurance won’t solve everything

Advisors must help clients plan their deaths

Educate clients about advance care directives