Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.
NPOs offer a new solution to an old problem with recreational property.
The U.S. wants Canadian snowbirds to stay south of the border.
Ian Adams of ScotiaMcLeod suggests the following timeline.
If your client’s getting married, she may want to create a marriage contract. That’s because in some jurisdictions there’s a default regime for property division between spouses when the marriage ends, and she may not like the results.
Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.
More than half of Canadians (55%) have written a will, but very few have included trusts as part of their estate plans, says a new CIBC poll. This is a mistake, since they have countless benefits for your clients.
To avoid wills, some clients put property under joint ownership. It's their biggest asset and they figure, "Why bother with the hassle of a will?"
Your client’s executor isn’t up for the task. Now what?
One in six Canadian couples experience infertility, according to the Canadian Fertility and Andrology Society. And for many, it’s a surprise, so they don’t have much time to find the cash.