Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
8 estate planning lessons from "Downton Abbey"
By Corey DahlWhat TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
December 10, 2012
How to Make Yourself Stand Out From the CompetitionCredentials are good, tools are important and your process may be your most critical offering. However, your key differentiator is starting at you in the mirror.
November 30, 2012
Estate Planning: A Proper TransferProperty can take on many forms, so being able to discuss the post-death transfer of all types of property with your clients can give you an edge as a trusted professional advisor.
November 29, 2012
Estate planning for young familiesMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.
November 29, 2012
Estate planning for young familiesMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.
November 13, 2012
10 estate planning tasks your client should do before 2013Before the ball drops this New Year's Eve, make sure your clients haven't dropped the ball when it comes to estate planning.
November 13, 2012
10 estate planning tasks your client should do before 2013Before the ball drops this New Year's Eve, make sure your clients haven't dropped the ball when it comes to estate planning.
October 17, 2012
BMO survey: most Canadians will hold children’s inheritance in trustMore than two-thirds of Canadians say their children's inheritance will be held in trust until the children reach a certain age, with one-third placing that age between 22 and 30, according to new research.