Keyword: Estate planning

474 results found
father and son

Clients considering the strategy must take extra care

Will document

Some estate experts argue changing the law could lead to unintended consequences

Sir Oliver Mowat statue at the Ontario Legislative Building in Toronto

Ontario raised preferential share to $350,000 as of March 1

Sir Oliver Mowat statue at the Ontario Legislative Building in Toronto

Bill 245 would also make virtual will witnessing permanent

gavel on a wooden bench

The change takes effect April 1

nesting toy

Regularly providing information to beneficiaries — and keeping records — will go a long way

stock market up and down rollercoaster

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32
wills-estate-battle

Help your client avoid these pitfalls

Will document

The change is meant to address "perennial" backlog issues

Help your client avoid these estate planning pitfalls