Most websites have stringent privacy policies. So read these tips to help clients with their online assets.
Don’t go overboard
Avoid common mistakes
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.
The best way to learn is through mistakes. So here are three common estate planning offences.
Advisors often hear first that an heir’s fallen out of favour
How do you place a dollar figure on the work involved?
Many Canadians aged 65 or older want to leave as much of their estate as possible to their family or charitable causes, but only 40% feel "very well prepared" when it comes to making sure that will happen.
Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.
IIROC proposes amendments to rules relating to personal financial dealings with clients.