Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
The industry supports legislative changes made by the provinces, but there is still work to be done
The firm announced three new hires in its Western offices
Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes
The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling
Adult twins who were disinherited by their dad have been granted 70% of his estate by a B.C. judge
Consider this strategy for business-owner clients who have whole life insurance
Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent
The web-based platform was previously available only in Ontario and Quebec