Michael Kulbak | Investment Executive https://www.investmentexecutive.com/inside-track_/michael-kulbak/ Canada's news source for financial professionals Mon, 15 Sep 2025 13:24:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Michael Kulbak | Investment Executive https://www.investmentexecutive.com/inside-track_/michael-kulbak/ 32 32 Beware of mirror wills https://www.investmentexecutive.com/inside-track_/michael-kulbak/beware-of-mirror-wills/ Mon, 15 Sep 2025 13:24:42 +0000 https://www.investmentexecutive.com/?p=520126 Clients think they’re fine — advisors need to know that they can lead to unintended consequences

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]]> Stock options and estate planning https://www.investmentexecutive.com/inside-track_/michael-kulbak/stock-options-and-estate-planning/ Thu, 29 May 2025 05:22:45 +0000 https://www.investmentexecutive.com/?p=510870 What advisors and executors need to know about vested and unvested options

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]]> Non-resident beneficiaries holding inherited property in Canada https://www.investmentexecutive.com/inside-track_/michael-kulbak/non-resident-beneficiaries-holding-inherited-property-in-canada/ Tue, 18 Feb 2025 19:45:06 +0000 https://www.investmentexecutive.com/?p=502656 Both tax and administrative considerations need to be managed

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