Keyword: Estate planning

207 results found

Changes include new probate procedures and undue influence in will-making

Nearly half of Canadians report that they haven’t given any thought to how much they’ll leave to their heirs

  • By: IE Staff
  • January 8, 2014 December 14, 2017
  • 09:30

Broaching a difficult but important topic

Get to know your clients’ beneficiaries through educational family meetings on estate planning

Court: The insured who tried to bar his brother from inheriting the insured's estate should have used more precise language

Stepchildren can often be overlooked in estate plans

This organic growth opportunity provides insight into clients’ values

However, while most Canadians have raised the topic few have gone into details

Section 160 of the Income Tax Act can have draconian consequences

Most people don’t understand what happens to their debts after their death, leaving their beneficiaries vulnerable