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Keyword: Estate planning

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will and testament signature

Updating a will should still top a client’s separation checklist, lawyer says

wealth transfer

Over a third of Canadians between 18 and 34 in Vanguard survey said an inheritance is key to meeting their financial goals

Advisor meeting clients at their home

Here’s your helpful guide to advising clients on a complex estate sales process

Business lawyer team. Working together of lawyer in the meeting.

B.C. court finds executor's duty is to estate, not deceased

High-net-worth and incorporated clients look for guidance on complex changes

woman with umbrellas protecting money

Proposal would give executors more time to implement loss carryback strategy

Judge looks at papers

Both sides appealed rulings involving rep inheriting client's estate

Rock bass biting a lure

Financial advisors can address property challenges, encourage clarity in wills

Downtown Toronto Financial District Skyscrapers stock photo

Asset quality, capital expected to remain strong

Canadian Parliament in Ottawa

A look at the status of major tax proposals from the Trudeau government