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
Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money. Here's how you can help
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
Kevin Wark outlines the impact of recent tax changes to life insurance
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire
Willful aims to reduce the cost and time associated with creating a will