Estate Planning

The secret to using secret trusts The secret to using secret trusts

Advisor's Edge

The secret to using secret trusts

Clients considering the strategy must take extra care

By Rudy Mezzetta |March 12, 2021

4 min read

Ontario could join other provinces in letting courts save invalid wills Ontario could join other provinces in letting courts save invalid wills

Estate Planning

Ontario could join other provinces in letting courts save invalid wills

Some estate experts argue changing the law could lead to unintended consequences

By Rudy Mezzetta |March 11, 2021

5 min read

Ontario survivors could now receive more if their spouses die without a will Fallback Image Decorative pattern

Estate Planning

Ontario survivors could now receive more if their spouses die without a will

Ontario raised preferential share to $350,000 as of March 1

By Rudy Mezzetta |March 8, 2021

2 min read

Severance planning: What your client should consider Fallback Image Decorative pattern

Estate Planning

Severance planning: What your client should consider

Use these tips for discussions and decision-making

By Jacqueline Power |March 2, 2021

3 min read