Keyword: Estate planning

207 results found

The provincial budget proposes to eliminate estate administration tax on estates valued under $50,000

Decision may encourage more frequent use of these clauses in wills, estate practitioners say

Advisors who ignore this emerging pool of wealth do so at their own peril

Supreme Court makes decision in Henson trust case

As the Canadian population ages, many advisors face difficult situations regarding POA

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

Personal finance author will help raise awareness about estate planning options

Common strategy’s wording problematic

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met