Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, explains how to use life interest trusts in planning for high net-worth clients. Part four of a seven-part series, “Estate planning in a shifting landscape.”
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Tax season comes with increased workload, greater costs for clients, risk of errors
American companies brace for higher costs
As more Canadians choose to work past the traditional retirement age, employers are struggling with costs and unanswered legal questions
Party pitches range from tax cuts and incentivizing investment in Canada to more social supports
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vaW4tZGVwdGhfL3NwZWNpYWwtcmVwb3J0cy9iZW5lZml0cy1vZi1saWZlLWludGVyZXN0LXRydXN0cy1mb3ItaG53LWNsaWVudHMv(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)V0ltWWdhMFc(dmlzaXRLZXk)ajJWN3JDRHE){kind=small}