As your clients get older, end-of-life issues become more real to them. A pre-retirement review presents the opportunity to revisit their estate plans and go over some key issues
Treat financial literacy and estate planning conversations as an ongoing project
Survey finds that only one-third of Canadians have a power of attorney
Province declares Make-a-Will week in the wake of new estates legislation now in force
The association is asking the province to defer enforcing the new law’s irrevocable beneficiary provisions
Changes include new probate procedures and undue influence in will-making
Nearly half of Canadians report that they haven’t given any thought to how much they’ll leave to their heirs
Broaching a difficult but important topic
Get to know your clients’ beneficiaries through educational family meetings on estate planning
Court: The insured who tried to bar his brother from inheriting the insured's estate should have used more precise language