Estate planning | Investment Executive https://www.investmentexecutive.com/tag/estate-planning/ Canada's news source for financial professionals Thu, 05 Mar 2026 20:43:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Estate planning | Investment Executive https://www.investmentexecutive.com/tag/estate-planning/ 32 32 Beneficiary designations in estate planning https://www.investmentexecutive.com/news/beneficiary-designations-in-estate-planning/ Thu, 05 Mar 2026 20:15:00 +0000 https://www.investmentexecutive.com/?p=533151 Seg funds can function as quasi-trusts

The post Beneficiary designations in estate planning appeared first on Investment Executive.

]]> Spotting incapacity and undue influence https://www.investmentexecutive.com/news/industry-news/spotting-incapacity-and-undue-influence/ Thu, 05 Mar 2026 13:00:11 +0000 https://www.investmentexecutive.com/?p=533175 Know your clients, cover yourself

The post Spotting incapacity and undue influence appeared first on Investment Executive.

]]> Trustee free to decide annuity calculation: court https://www.investmentexecutive.com/news/trustee-free-to-decide-annuity-calculation-court/ Mon, 23 Feb 2026 19:34:38 +0000 https://www.investmentexecutive.com/?p=532374 Use of core CPI instead of headline rate reasonable, court finds

The post Trustee free to decide annuity calculation: court appeared first on Investment Executive.

]]> B.C. court tackles novel estate case https://www.investmentexecutive.com/news/b-c-court-tackles-novel-estate-case/ Mon, 09 Feb 2026 20:45:34 +0000 https://www.investmentexecutive.com/?p=531332 Unique provision aims to balance interests, provide greater certainty

The post B.C. court tackles novel estate case appeared first on Investment Executive.

]]> Death before distribution, B.C. court rules https://www.investmentexecutive.com/news/from-the-regulators/death-before-distribution-b-c-court-rules/ Wed, 21 Jan 2026 21:07:07 +0000 https://www.investmentexecutive.com/?p=529935 Appeal court overturns lower court, rules death triggers vesting of will

The post Death before distribution, B.C. court rules appeared first on Investment Executive.

]]> Personal tax items to consider for clients in 2026 https://www.investmentexecutive.com/news/industry-news/personal-tax-items-to-consider-for-clients-in-2026/ Mon, 12 Jan 2026 09:00:39 +0000 https://www.investmentexecutive.com/?p=528983 From perennial opportunities to new developments, here are tax highlights for the new year

The post Personal tax items to consider for clients in 2026 appeared first on Investment Executive.

]]> Advisor’s notes inadmissible, court finds https://www.investmentexecutive.com/news/advisors-notes-inadmissible-court-finds/ Tue, 06 Jan 2026 21:12:32 +0000 https://www.investmentexecutive.com/?p=528800 Notes must meet two-part test to count as evidence

The post Advisor’s notes inadmissible, court finds appeared first on Investment Executive.

]]> Court rules DNA test not warranted in estate case https://www.investmentexecutive.com/news/court-rules-dna-test-not-warranted-in-estate-case/ Mon, 24 Nov 2025 19:26:05 +0000 https://www.investmentexecutive.com/?p=526163 Family gossip doesn't justify invasion of privacy: B.C. court

The post Court rules DNA test not warranted in estate case appeared first on Investment Executive.

]]> As family fights, court names independent estate rep https://www.investmentexecutive.com/news/from-the-regulators/as-family-fights-court-names-independent-estate-rep/ Mon, 10 Nov 2025 15:20:48 +0000 https://www.investmentexecutive.com/?p=524935 Court cites competence, cost certainty in appointing administrator

The post As family fights, court names independent estate rep appeared first on Investment Executive.

]]> B.C. court orders executor’s removal in estate dispute https://www.investmentexecutive.com/news/from-the-regulators/b-c-court-orders-executors-removal-in-estate-dispute/ Thu, 06 Nov 2025 21:15:12 +0000 https://www.investmentexecutive.com/?p=524786 Main consideration in replacing executor is the beneficiaries' welfare

The post B.C. court orders executor’s removal in estate dispute appeared first on Investment Executive.

]]>