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- When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse — as fairly as possible
- ArticleWhen clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
- Special FeatureA web-exclusive series on estate planning for clients with blended families and other complex circumstances
- Terry Ritchie, director of Cross-Border Wealth Services with Cardinal Point Wealth Management, explains why it's important for snowbirds to keep count of their days in the U.S., particularly now that Canada and the U.S. are sharing more travel information on each other's citizens.
- Special FeatureThe global hunt for taxes and much more from the Mid-October 2014 issue of Investment Executive
- Find out what clients with complicated family trees need to know to ensure their final wishes are carried out properly.
- Asking questions now could prevent big problems down the road
- Key is understanding — not judging — spending patterns to help with retirement savings
- Clients may not realize they are risk-averse until markets become volatile
- Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.