Estate Planning

Estate Planning

3 estate planning mistakes

The majority of Canadians (78%) have no experience managing an estate, finds a CIBC poll.

By Staff |June 22, 2012

2 min read

Estate Planning

Estate pros must consider digital assets

As estate planning enters the 21st century, digital assets are fast becoming an integral part of the process.

By Vikram Barhat |June 21, 2012

3 min read

Estate Planning

Missed STEP? Check out our tweets

Advisor.ca is at the 14th National Conference of the Society of Trust and Estate Practitioners in Toronto.

By Staff |June 12, 2012

4 min read

Estate Planning

How divorce impacts the will

Divorcing spouses must revisit their wills, beneficiaries and Powers of Attorney as soon as they’ve decided to separate.

By Melissa Shin |June 12, 2012

1 min read

Pay for the funeral, in advance

When completing insurance applications for clients, it’s often necessary to address touchy subjects—sometimes hitting on potentially embarrassing issues such as clients’ spending habits, their medical histories and even the quality of their marriages. But it’s a process that’s critical if we are to help people effectively plan for their financial futures.

6 min read

Estate Planning

3 estate planning mistakes

Estate pros must consider digital assets

Missed STEP? Check out our tweets

How divorce impacts the will

Why pets should be in your will

How to destroy an inheritance

5 reasons trusts work for incapacity planning

Executor duties burdensome

Pay for the funeral, in advance

How to define an estate