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Handwritten notes are deemed a valid codicil

last will and testament waiting to be filled and signed

A B.C. court case considers the validity of a common-law relationship

  • By: IE Staff
  • August 18, 2022 August 18, 2022
  • 17:24
Help clients navigate the prenuptial agreement minefield

Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements

Helping clients with marriage and prenuptial planning

Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients

In a first for B.C., a court has invalidated the marriage of a woman with dementia and the will that benefited her husband

Advisors can play a huge role in facilitating a discussion about financial planning for newlywed couples, many of whom have not discussed their finances in great detail

Five misconceptions about millennial clients

Help newlywed couples confront difficult issues and make them feel secure in their future

Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial agreement is advisable

Four in 10 marriages begin in debt

  • By: IE Staff
  • February 10, 2014 February 10, 2014
  • 09:25

Look out for your client’s interests and broach sensitive topics