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Keyword: Estate planning

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the easy path or the difficult path

Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning

digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

woman sitting at laptop

The industry supports legislative changes made by the provinces, but there is still work to be done

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The firm announced three new hires in its Western offices

  • By: IE Staff
  • July 26, 2021 July 26, 2021
  • 11:03
father and son conversation

Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes

Gavel and judgement on desk

The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling

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Adult twins who were disinherited by their dad have been granted 70% of his estate by a B.C. judge

wealth transfer

Consider this strategy for business-owner clients who have whole life insurance

Ontario Legislative Building at Queens Park in Toronto Ontario

Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent

keyboard with hot key for estate planning

The web-based platform was previously available only in Ontario and Quebec

  • By: IE Staff
  • April 22, 2021 April 22, 2021
  • 15:23