Failure to keep a potential beneficiary informed overrides a limitation period, B.C. court rules
Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse (Part 1 of 4)
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
Although people would rather avoid discussing their intentions with their loved ones, much potential future conflict could be mitigated if there’s a will in place
Discussing these issues can save your clients trouble in the long run
Creating a family playbook can help ensure everyone feels well prepared for the years ahead
Clients are likely to appreciate having potential problems flagged
Failure to plan can leave families with messy problems after clients pass away
GWL, Canada Life and London Life are making the Estate Protection series available to clients between 80 and 90 years of age. The series has a 100% death benefit guarantee
Hillary Clinton and Donald Trump have completely divergent proposals on how to deal with U.S. estate taxes. Here's what to keep in mind for your clients who reside in the U.S. or who own property in the U.S.