Avoid common mistakes
Make sure charitable bequests are honoured.
Many Canadians in the sandwich generation are worried about retirement savings.
Retirees with a financial advisor are happier than those managing their finances alone.
Your clients may be harbouring these retirement misconceptions.
There are more than 200,000 with dementia in Ontario alone and more than half of them will go temporarily missing.
No matter how well someone crafts her estate plan, ex-spouses, disgruntled business partners, estranged children and misguided family members can still challenge her wishes. Estate professionals must anticipate such backlash.
By 2061, there may be more than 78,000 people who are 100 years old or older in Canada.
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
The best way to learn is through mistakes. So here are three common estate planning offences.