Integrating a trust company into your network can add value for clients
Family still first in line for inheritance: survey
Advisors urged to embrace the next step in estate planning
U.S. estate taxes in flux, author tells CIFPs conference
Product fosters collaboration between estate owners, executors and advisors
2006 edition now available through Carswell
Reluctance to talk about estate planning could cause problems
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The intended beneficiaries of the wealthiest people in Canada may see the government claim the lion’s share of their inheritances, because they lack proper estate plans, according to an RBC Investments/Ipsos-Reid wealth management survey.The survey of the most affluent 20% of Canadian households demonstrates that 70% have not developed a written plan for the financial […]