Estate planning

Philanthropy through Donor Advised Funds

Philanthropy through Donor Advised Funds The Financialist • Issue 123 • October 2014 BY LINSON CHEN, BA CFP CIM Philanthropy often conjures up images of people with vast wealth and power; names such as Andrew Carne...
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Your Estate Plan – Taking a Second Look

Your Estate Plan – Taking a Second Look The Financialist • Issue 123 • October 2014 BY ANNE HAMMOND, BA CFP CIM You have made out a will, and you have set up a power of attorney document and a representation ag...
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Why a Corporate Executor Can Make Sense

Why a Corporate Executor Can Make Sense The Financialist • Issue 123 • October 2014 BY TERESA BLACK HUGHES CFP R.F.P. CLU FMA CIM The role of an executor is an important job and a serious responsibility. The executor...
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An Estate Planning Review

An Estate Planning Review The Financialist • Issue 117 • April 2013 BY ANNE HAMMOND BA CIM CFP Now that RRSP season is over and many of you have filed your income tax returns, it’s a good time to take a step b...
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Testamentary Trusts

Testamentary Trusts The Financialist • Issue 100 • January 2009 BY J. CHRISTOPHER MEYER LLB By deciding to make a will, you can take advantage of the opportunity to decide how to dispose of your property upon death, subject of ...
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Living Wills

Living Wills The Financialist • Issue 91 • October 2006  BY BRYSON MILLEY "SOMETHING JUST DOESN’T FEEL RIGHT…"  These were the last words spoken by my sister-in-law the morning of May 18, 2006.  No one knew then ...
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Minimizing Probate Fees

Minimizing Probate Fees January 2006 Probate fees are levied by the provincial government and can represent a significant cost to one’s estate. There are strategies to help minimize these costs. Probate is a legal process where...
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