Keyword: Estate planning

474 results found
wills-estate-battle

Examining an alternative to trusts

dividing equally

Tips to inspire action so clients ace the task we love to avoid

New Year's Eve celebration

Make the most of income splitting, passive income, donations and more

Two business men shaking hands

Ways to become their chosen candidate

Senior couple making nordic walking in the park

Find out how your client’s estate is affected in Alberta

A TD survey reveals a generational shift in legacy giving

  • By: Staff
  • November 13, 2018 November 13, 2018
  • 14:47
Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

What advisors should know

Common disputes and how executors can avoid them

  • By: James Dolan
  • October 15, 2018 October 26, 2018
  • 17:16
insurance-protection

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

  • By: James Dolan
  • September 21, 2018 September 21, 2018
  • 12:00
lock-key-secure-safe

A key consideration that’s often overlooked