Reps of the government agency fielded queries about taxation and cross-border issues at STEP roundtable
Firm aims to broaden offering with estate, trust and power of attorney services
The provincial budget proposes to eliminate estate administration tax on estates valued under $50,000
Decision may encourage more frequent use of these clauses in wills, estate practitioners say
Advisors who ignore this emerging pool of wealth do so at their own peril
Supreme Court makes decision in Henson trust case
As the Canadian population ages, many advisors face difficult situations regarding POA
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
Personal finance author will help raise awareness about estate planning options
Common strategy’s wording problematic