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  1. Leah Golob
    “Err on the side that a client may live longer”
  2. Leah Golob
    Most young people are looking for financial advice
  3. Leah Golob
    Clients should have a strategy in place when the cheque arrives
  4. Leah Golob
    Talking about money can trigger negative emotions
  5. Rudy Mezzetta
    This type of trust can be especially useful for clients with blended families
  6. Rudy Mezzetta
    For clients 65 and older, these living trusts can provide a number of important advantages
  7. Rudy Mezzetta
    Despite changes to the tax treatment of testamentary trusts, experts say they still have benefits
  8. Special Feature

    Trust-worthy planning

    Rudy Mezzetta
    A web-exclusive series on trusts
  9. Wilmot George
    A review of the key types of trusts and how they are used in financial planning
  10. Tessie Sanci
    Help clients build and maintain a good credit rating