If you’re investing primarily for the tax benefits, stop.
The estate of Michael Jackson is taking the IRS to court to dispute a tax bill.
TFSAs are effective saving tools, but clients don’t always understand them.
A great uncle leaves $1 million to his nephew. But he must marry within two weeks to receive it. What now?
As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]
The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.
When I met with Gordon and Victoria about their upcoming second marriage, they wished to discuss what legacies they wanted to leave to the children they each had in previous marriages.
For the third time, Playboy founder Hugh Hefner, 86, separated from his trademark red robe long enough to marry.
Estate planning may be complex, but your clients need to protect their assets and legacies.
You help clients build wealth. Now, help them give it away