Compliance Roundup
The cost of long-term care
Clients should state their views on physician-assisted suicide in their estate planning documents.
While multiple will planning is a familiar strategy to deal with foreign assets on death, preparing multiple powers of attorney for use in jurisdictions where clients spend time and hold assets is less common.
When Liberal Member of Parliament Frank Valeriote was an estate lawyer, he saw grieving people struggle with their duties as executors.
The loss of a loved one marks a difficult time for your client.
Unlike Canada, the U.S. imposes an estate tax on worldwide estates worth more than $5.34 million (2014).
Most websites have stringent privacy policies. So read these tips to help clients with their online assets.
Running afoul of tax rules could cost clients
A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.