Ask your client if they plan to spend their wealth, transfer their wealth or do a combination.
Ask your client if they plan to spend their wealth, transfer their wealth or do a combination. For wealth transfer, explain the advantages and disadvantages of trusts, including incentive trusts. Encourage them to consider what’s best for their beneficiaries.
If something looks off, double-check your slip
Be sure to comply with new designation rules
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our...
How parents can file to benefit from a suite of tax advantages
Help clients get the maximum benefit from these accounts
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights