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Keyword: Estate planning

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huge family portrait with parents and six kids

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

Business man signing a contract

Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost

last will and testament waiting to be filled and signed

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 August 14, 2018
  • 12:20

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

Future of U.S. estate tax in doubt

Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • By: Kevin Wark
  • November 19, 2017 August 14, 2018
  • 12:00

Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money. Here's how you can help

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • By: Kevin Wark
  • November 12, 2017 August 14, 2018
  • 18:30
Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • By: Kevin Wark
  • November 6, 2017 August 14, 2018
  • 06:00
Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 August 14, 2018
  • 13:00