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
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