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Keyword: Estate planning

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As the Canadian population ages, many advisors face difficult situations regarding POA

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Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

middle aged couple discussing something on a document with a female advisor at the table

Personal finance author will help raise awareness about estate planning options

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Common strategy’s wording problematic

keyboard with hot key for estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

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

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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 February 21, 2019
  • 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