Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially when family tension exists
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for clients with blended families.
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse — as fairly as possible
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
Certificate in Estate and Trust Administration designed for support staff
Intestacy rules in several provinces do not provide for same-sex partners
Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
Despite tax changes, these trusts can be useful in certain estate planning scenarios
Report highlights potential pitfalls couples face when transferring assets to the next generation