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Keyword: Estate planning

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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

House of commons

Budget implementation bills C-59 and C-69 received royal assent late Thursday

Judge looks at papers

Gift to son denied, as it wasn't specifically set out in POA