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
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost
Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth
Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable