Willful aims to reduce the cost and time associated with creating a will
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
Family meetings are important estate planning tools
Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer
Advisors have an obligation to inform elderly clients of the many risks with transferring an account to be held jointly to avoid probate fees
Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning
Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
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)