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 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.
June 28, 2013
Iain (M.) Banks (1954-2013)The Scottish novelist was a master of dark, intelligent humor.