Rule change comes in response to Covid-19
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
Pet owners are showing more interest in making provisions for their furry friends
IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary
Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable
Clients who have a will report greater satisfaction with their advisors
Willful aims to reduce the cost and time associated with creating a will
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
Although people would rather avoid discussing their intentions with their loved ones, much potential future conflict could be mitigated if there’s a will in place
The appeal court has ruled against a lower court decision because there is nothing in the will that offends public policy or violates the law