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Keyword: Estate planning

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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

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • By: Kevin Wark
  • November 12, 2017 February 13, 2019
  • 18:30
Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • By: Kevin Wark
  • November 6, 2017 February 13, 2019
  • 06:00
Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 February 13, 2019
  • 13:00

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

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • By: Kevin Wark
  • October 20, 2017 February 13, 2019
  • 12:35
Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • By: Kevin Wark
  • October 9, 2017 February 13, 2019
  • 18:00

Family meetings are important estate planning tools

Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer

  • By: Leah Golob
  • August 25, 2017 February 21, 2019
  • 11:30