The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will
A lack of planning can impede your client’s wishes
A judge found that a father’s RRIF belonged to the estate rather than son named on plan
Consider these tax-efficient options
Find out if your client is still eligible for the PRE
The online platform prompts clients to gather data, complete forms
Advisors can now have deeper conversations with their clients about estate planning, says RBC exec
Can your client claim the PRE after moving to assisted living?
Governments introduced the measures in response to social distancing requirements
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information