Case illustrates the risks of appointing multiple executors
Serving as a client's executor totally incompatible with rep's role, panel says
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Tribunal finds that rep's interest in client's estate didn't result from a breach of securities law
Safeguard your client’s assets with an appointed monitor
Potential conflicts involving clients' wills weren't reported to dealer
Jump the credibility curve with executors and beneficiaries
B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate
Safeguard your business by knowing your client’s PoA and executor
Clients should take inventory of all online accounts as their first step in creating a digital estate plan