Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
6 reasons why probate isn't that bad
By Tom Nawrocki"Probate" is a dirty word in estate planning. It shouldn't be.
August 15, 2013
What you don't know about the estate taxFive facts about the tax, no ideology or rhetoric included.
August 05, 2013
BMO: More communication is needed in estate planningOnly one-third of Canadians with an adult child age 40 or older have had a detailed conversation with the child about their legacy goals and estate plans.
August 05, 2013
BMO: More communication is needed in estate planningOnly one-third of Canadians with an adult child age 40 or older have had a detailed conversation with the child about their legacy goals and estate plans.
July 19, 2013
What if grandma’s uninsurable?Wealthy grandparents can still leave a tax-advantaged legacy even if theyre unable to secure life insurance.
July 19, 2013
What if grandma’s uninsurable?Wealthy grandparents can still leave a tax-advantaged legacy even if theyre unable to secure life insurance.
July 09, 2013
Selling to seniors in the post-Neasham eraThe verdict in the Glenn Neasham case has had a profound impact on how advisors sell annuities to their senior clients.
July 09, 2013
Selling to seniors in the post-Neasham eraThe verdict in the Glenn Neasham case has had a profound impact on how advisors sell annuities to their senior clients.