Estate Planning

Counting on an inheritance? Not so fast

There’s a lot to talk about with aging parents. Here’s how advisors can help

A new tech platform can help navigate the non-financial side of retirement. Plus: Is it better to have joint accounts with adult kids, or give them power of attorney?

Why advisors need to consider the unique financial challenges of LGBTQ clients

Leaving assets in a will or handing them over early? The new capital-gains tax could affect your wealth transfer

‘Selectively retired’ is how this former exec describes life post-career. Plus: How to navigate real estate as part of family wealth transfers

‘Boomerang children’ are a newer part of the financial planning conversation

Three ways estate planners can serve diverse communities

Tying everything together with a will and insurance

Online portals are making it easier to deal with estate matters. When will the banks catch up?

What to consider in financial and estate plans for people without children

How to meet the financial planning needs of newcomers to Canada

How to handle digital assets after death – even if there’s a will

The benefits and drawbacks of individual and family RESPs

‘Impressive’ demand for CDRs will lead to more launches in the next year

What to look for in wills that deal with property in different jurisdictions

Fee-based or fee-only: Pros and cons of two advisor service models

Why sitting on high levels of cash may not be ‘a great idea’ right now

Why younger people don’t understand the consequences of dying without a will

Why having enough money is just one piece of the retirement puzzle