Estate Planning

Close the gap in your client’s will Fallback Image Decorative pattern

Estate Planning

Close the gap in your client’s will

Odds are, your clients all have their wills drawn up. Providing for loved ones is a crucial part of financial planning, after all. But a vital piece of that puzzle is missing, according to a survey by BMO Harris Private Banking: custody of minor children.

By Staff |December 15, 2011

2 min read

Faceoff: Is costlier insurance cost-effective? Fallback Image Decorative pattern

Estate Planning

Faceoff: Is costlier insurance cost-effective?

Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave legacies?

By Kanupriya Vashisht |December 14, 2011

6 min read

’Tis the season for charitable planning Fallback Image Decorative pattern

Estate Planning

’Tis the season for charitable planning

As the shops fill and the messages of merriment and good cheer are sent out, what better time to think of the less fortunate than during this season of giving? In this series Anne Brayley, vice-president, professional advisory services at the Toronto Community Foundation, speaks to experts in the field of philanthropy.

By Staff |December 2, 2011

1 min read

4 questions to ask before clients put charities in their wills Fallback Image Decorative pattern

Estate Planning

4 questions to ask before clients put charities in their wills

A bequest to a charity isn’t as straightforward as leaving money to a relative or a friend, but most clients don’t realize this.

By Barry Corbin |December 2, 2011

2 min read