Depending on family dynamics, it's a structure that may make sense.
This client case walks you through the process
Coming soon: The implementation of IIROC's new rules that restrict investment firm employees’ ability to act as power of attorney.
The way an estate freeze is set up can have significant implications in family law.
Warren Buffett famously noted that, when it comes to inheritances, the perfect amount to leave children is enough so that they feel they can do anything, but not so much that they can do nothing. Sounds like a plan for success. The only problem is, many Canadians don’t have a plan at all. A BMO […]
Despite best efforts, some wills contain oversights, ambiguities or spelling mistakes.
Approximately $400 billion of wealth and assets will be passed down
Can a person acting under a PoA make gifts or change beneficiary designations?
The last thing you'll want is for a client to have to figure out how to handle someone's taxes after they pass away.
How to help clients execute wills compliant with faith or treaty