Matthew Urback explains the two most common reasons clients’ wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
In part two of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, explains the two most common reasons clients’ wills are contested, leading to a potentially lengthy and costly legal process. Urback gives tips on how to protect your practice and clients from will challenges.
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
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Enforcement case volumes decline in fiscal 2024, agency says
Rep arranged a loan from one client to another to repay a "gang" debt