Safeguard your business by knowing your client’s PoA and executor
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary
Personal finance author will help raise awareness about estate planning options
Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost
The new rule, which takes effect Oct. 6, will bring IIROC in line with the approach the MFDA has recently adopted
The hostile beneficiaries, who had claimed the executor had not met his duties, were ordered to pay more than $17,000 to cover the executor’s costs in defending the action against him
A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently
Understanding Estate Information Return reporting
Providing support for your clients who are serving as executors can help them through a difficult time, and provide opportunities for you to guide these clients' future financial choices