The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan
Personal advice beats out search engines when it comes to major life events, according to a survey
Ontario government has lowered probate fees and extended the filing deadline for estate information returns
In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made
The exemption threshold has doubled, but paperwork is still required
O’Sullivan Estate Lawyers, RBC Wealth Management both honoured
Pet owners are showing more interest in making provisions for their furry friends
IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary
Reps of the government agency fielded queries about taxation and cross-border issues at STEP roundtable
Firm aims to broaden offering with estate, trust and power of attorney services