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
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