Keyword: Estate planning

193 results found
senior woman reading document

While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless

flag of ontario flying high on a flag post, against blue sky

Province considering whether to allow virtual document signing permanently and whether marriage should still revoke a will

last will and testament waiting to be filled and signed

Father’s RRIF found to belong to estate rather than son named on plan

The newly launched Check-Out for Business service helps clients upload and organize personal documents

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

RBC and NIA hope to increase awareness of elder abuse and estate planning through a three-year partnership

last will and testament waiting to be filled and signed

Rule change comes in response to Covid-19

  • By: IE Staff
  • April 16, 2020 March 19, 2021
  • 16:20
mature woman with tablet

The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan

Mature friends cooking, drinking good wine

Personal advice beats out search engines when it comes to major life events, according to a survey

last will and testament waiting to be filled and signed

Ontario government has lowered probate fees and extended the filing deadline for estate information returns

keyboard with hot key for estate planning

In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made

  • By: Leah Golob
  • November 1, 2019 November 6, 2019
  • 00:14