Advisors often hear first that an heir’s fallen out of favour
Women are leading the way when it comes to philanthropy in Canada.
Publicly, Bill and Hillary Clinton have championed an estate tax, notes Bloomberg, on the grounds that it would help keep the country from being controlled by wealthy families. “That doesn’t mean they want to pay it,” notes the report.
Celebrities may have large bank accounts, but sometimes they fail to put adequate estate plans in place.
The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.
Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate law.
Clients should simultaneously grow estates and outline wealth transfers
Your wealthy clients want to give to charity, but chances are they don’t know how to make efficient donations.
At least $1 trillion could soon change hands as baby boomers age and begin to leave their assets to younger generations.
How do you place a dollar figure on the work involved?