Estate planning | Investment Executive https://www.investmentexecutive.com/tag/estate-planning/ Canada's news source for financial professionals Mon, 12 Jan 2026 11:46:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 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 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> Bid for unpaid child support from estate gets go-ahead https://www.investmentexecutive.com/news/bid-for-unpaid-child-support-from-estate-gets-go-ahead/ Mon, 03 Nov 2025 18:49:07 +0000 https://www.investmentexecutive.com/?p=524373 Ontario court allows adult woman to seek support from father's estate

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]]> Transcript: Estate plans vulnerable to often-overlooked tax traps https://www.investmentexecutive.com/uncategorized/transcript-estate-plans-vulnerable-to-often-overlooked-tax-traps/ Tue, 07 Oct 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=521840 Wilmot George of Canada Life says blind spots can create conflict and unnecessary expense

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]]> Estate plans vulnerable to often-overlooked tax traps https://www.investmentexecutive.com/news/industry-news/estate-plans-vulnerable-to-often-overlooked-tax-traps/ Tue, 07 Oct 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=521843 Wilmot George of Canada Life says blind spots can create conflict and unnecessary expense

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]]> Tech roundup: Notetaking AI launches new features, to add Canadian data centre https://www.investmentexecutive.com/news/products/tech-roundup-notetaking-ai-launches-new-features-to-add-canadian-data-centre/ Wed, 01 Oct 2025 16:06:36 +0000 https://www.investmentexecutive.com/?p=521176 Online wills company launches advisor platform, and new financial services AI tools and models

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]]> A healthy take on retirement readiness https://www.investmentexecutive.com/inside-track_/kevin-press-inside-track_/a-healthy-take-on-retirement-readiness/ Fri, 26 Sep 2025 20:35:24 +0000 https://www.investmentexecutive.com/?p=521251 Tanya Staples is studying what drives good retirement planning outcomes — her focus on women could make a real difference

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