Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
10 common estate planning mistakes (and how to avoid them)
By Stephan R. LeimbergDo your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.
October 10, 2013
5 tips for digital estate planningHave your clients considered what might happen to their online lives once they pass?
September 13, 2013
6 reasons why probate isn't that bad"Probate" is a dirty word in estate planning. It shouldn't be.
September 13, 2013
6 reasons why probate isn't that bad"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 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.