Keyword: Estate planning

207 results found
will and testament signature

Conflicting case law continues to create uncertainty

B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate

  • By: IE Staff
  • February 9, 2022 February 9, 2022
  • 11:12

Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven't passed legislation to enable them

Complex relationships are increasing the risk of litigation

  • By: IE Staff
  • November 29, 2021 November 29, 2021
  • 15:05
father and son conversation

At FP Canada's ethics session, financial planners were urged to proactively address client changes

Concept of real estate, mortgage and lease

The collaboration provides clients who need basic estate planning an affordable, online option

time's up

New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets

Experts divided over whether streamlined application forms will make applying easier

the easy path or the difficult path

Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning

digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan