How to create a succession and estate plan before it’s too late
Shield clients from this liability
Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.
Connect to clients’ kids when helping with wealth transfers.
A marriage contract is only as good as the process used to put it in place, says Jenny Hughes of O’Sullivan Estate Lawyers Professional Corporation. And this is demonstrated through the case of McCain v. McCain, which is back in the spotlight thanks to the Ontario Superior Court’s recent decision to nullify the waiver of […]
If clients separate or divorce, you’ll need to make sure their estate plans are updated in a timely manner.
Josef is a 90-year-old widower with three children, six grandchildren and two great-grandchildren
Getting it right will spare your clients headaches down the road.
Ensure you revisit estate plans when clients move to other provinces and territories. Here’s what to consider.
An increasing number of baby boomers are now living nine to 11 years past the time they’re considered healthy.