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  1. Fiona Collie
    Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially when family tension exists
  2. Fiona Collie
    Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for clients with blended families.
  3. Fiona Collie
    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
  4. Fiona Collie
    When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
  5. Fiona Collie
    A web-exclusive series on estate planning for clients with blended families and other complex circumstances
  6. Rudy Mezzetta
    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.
  7. Special Feature

    Special Report on Taxes

    IE Staff
    The global hunt for taxes and much more from the Mid-October 2014 issue of Investment Executive
  8. Ian Lebane
    Find out what clients with complicated family trees need to know to ensure their final wishes are carried out properly.
  9. Tessie Sanci
    Asking questions now could prevent big problems down the road
  10. Tessie Sanci
    Key is understanding — not judging — spending patterns to help with retirement savings