40% do not have an estate plan
Teams up with Benefaction to offer clients charitable-giving investment solutions
Only an estimated 25% of Canadians have Tax Free Savings Accounts and most are over 65
Advisors can help clients manage their overall debt
Although some consider the role of an executor to be an honour, it can be an onerous responsibility fraught with legal liabilities
$1 trillion transfer of wealth is expected to take place in Canada over the next 20 years
From business valuations to estate freezes, you can help entrepreneurs juggle estate-planning options
Canadians unsure whether TFSA is tax-free to beneficiaries: surey
When it comes to estate planning and wealth transfer, financial advisors have long been wary of professional trustees. That’s understandable, given that the management of an estate’s assets automatically pass from the advisor to the trustee upon the client’s death.But times are changing, and there is a new spirit of co-operation. Advisors recognize that trustees […]