What executors need to know when a beneficiary can’t be easily identified or found
The collaboration provides clients who need basic estate planning an affordable, online option
From sports memorabilia to vintage cars, treasured items require special attention
If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive
A trustee’s tax liability has limits, a court case suggests
Planning for foreign assets may require multiple documents
Clients considering the strategy must take extra care
Regularly providing information to beneficiaries — and keeping records — will go a long way
Help your client avoid these pitfalls
The change is meant to address "perennial" backlog issues