Estate planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 07 Mar 2024 21:43:17 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Estate planning – Investment Executive https://www.investmentexecutive.com 32 32 Invalid wills: How far is too far? https://www.investmentexecutive.com/newspaper_/comment-insight/invalid-wills-how-far-is-too-far/ Mon, 11 Mar 2024 04:09:00 +0000 https://www.investmentexecutive.com/?p=481455 Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors

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]]> Dog belongs to estate, court rules https://www.investmentexecutive.com/news/from-the-regulators/dog-belongs-to-estate-court-rules/ Wed, 28 Feb 2024 21:21:56 +0000 https://www.investmentexecutive.com/?p=481261 Core issue is ownership of the dog, which is considered property

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]]> Balance your client’s inheritances with hotchpot and release clauses https://www.investmentexecutive.com/insight/columns/balance-your-clients-inheritances-with-hotchpot-and-release-clauses/ Wed, 28 Feb 2024 20:00:21 +0000 https://www.investmentexecutive.com/?p=481176 Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances

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]]> Don’t forget about RESPs when planning for your client’s estate https://www.investmentexecutive.com/insight/columns/dont-forget-about-resps-when-planning-for-your-clients-estate/ Wed, 10 Jan 2024 20:48:55 +0000 https://www.investmentexecutive.com/?p=478371 Advisors can help clients avoid potential complications

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]]> Planning for cash flow after death https://www.investmentexecutive.com/insight/columns/planning-for-cash-flow-after-death/ Fri, 08 Dec 2023 20:35:35 +0000 https://www.investmentexecutive.com/?p=477006 In a client scenario, an advisor fails to plan for an estate’s tax liabilities

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]]> Clients may be more open to discussing serious illness planning than death planning https://www.investmentexecutive.com/news/industry-news/clients-may-be-more-open-to-discussing-serious-illness-planning-than-death-planning/ Tue, 26 Sep 2023 20:29:44 +0000 https://www.investmentexecutive.com/?p=472237 Help clients prepare for a serious illness

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]]> Amid inflation, Canadians cut costs but not big goals: poll https://www.investmentexecutive.com/news/research-and-markets/amid-inflation-canadians-cut-costs-but-not-big-goals-poll/ Tue, 19 Sep 2023 17:45:27 +0000 https://www.investmentexecutive.com/?p=471852 Despite concerns about saving, only 13% of respondents recently consulted an advisor

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]]> Help clients find lost bank accounts and insurance policies https://www.investmentexecutive.com/news/industry-news/help-clients-find-lost-bank-accounts-and-insurance-policies/ Fri, 01 Sep 2023 19:00:49 +0000 https://www.investmentexecutive.com/?p=470602 Although there are tools to help, financial advisors still say it’s best to maintain updated information

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]]> Gift or loan? Court case shows importance of documenting intentions https://www.investmentexecutive.com/newspaper_/comment-insight/gift-or-loan-court-case-shows-importance-of-documenting-intentions/ Mon, 28 Aug 2023 04:06:00 +0000 https://www.investmentexecutive.com/?p=470330 Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift

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]]> Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals https://www.investmentexecutive.com/news/industry-news/why-clients-with-large-rrsps-and-rrifs-might-benefit-from-earlier-withdrawals/ Tue, 11 Jul 2023 19:23:24 +0000 https://www.investmentexecutive.com/?p=467911 Strategic withdrawals allow clients to smooth out their income levels over retirement

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