Keyword: Estate planning

210 results found
parliament hill

Here’s the status of proposals that matter to your clients

Toronto-based firm provides insurance products and services to doctor clients

  • By: IE Staff
  • November 8, 2022 November 8, 2022
  • 11:12

The update did not provide details on measures set to take effect soon

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

Advisor with clients

Simple arrangements such as joint bank accounts could be caught

A B.C. court case considers the validity of a common-law relationship

  • By: IE Staff
  • August 18, 2022 August 18, 2022
  • 17:24

Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests

The province aims to streamline probate applications and speed the court review process

will and testament signature

Willful will be promoted to personal banking customers