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Keyword: Estate planning

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Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

digital tools

Digital tools make life easier for executors

Estate professionals are also adopting platforms to streamline the administration process

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

Court refuses to force capacity assessment on unwilling senior

B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents

Grandfather reading the book next to grandson with tablet

Keeping the cost of death down

Planning helps clients avoid overspending on funerals, burials

Parliament buildings in winter

Liberal tax promise tracker, pre-budget update

Here's the status of tax promises and proposals that matter to your clients

Joint last-to-die policies and liquidity challenges

Consider how to best leverage the special death benefit

red emergency button

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

Raymond James acquires Solus Trust

Vancouver-based trust company manages $400 million in assets

Will document

Former fund rep sanctioned over clients’ estate disclosures

Potential conflicts involving clients' wills weren't reported to dealer

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges