When a wealthy, divorced Montreal man died, his three children learned they’d be sharing only half his estate
Make sure charitable bequests are honoured.
Advisors often hear first that an heir’s fallen out of favour
If clients plan for final expenses, it’ll make things easier on their children.
Help clients before it’s too late.
Mitch Childs knows from experience that, like his clients, you’re reluctant about drafting a will — that includes a living will, also known as a continuing power of attorney for personal care.
Here’s what to do when your client’s parents dies intestate
Where the CRA looks for unexpected money in business audits.
Regulations and soft markets are constraining small firms.