Beneficiary – Advisor's Edge

Breaking down the ‘executor’s year’

stephanievanheuvelen — Mon, 09 May 2022 14:00:44 +0000

Some beneficiaries are entitled to interest on their inheritance starting one year after death

stephanievanheuvelen — Mon, 14 Mar 2022 14:00:32 +0000

What executors need to know when a beneficiary can’t be easily identified or found

michelleschriver — Fri, 26 Nov 2021 19:42:28 +0000

At FP Canada's ethics session, financial planners were urged to proactively address client changes

melissa — Tue, 13 Jul 2021 15:52:26 +0000

Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes

michelleschriver — Fri, 19 Mar 2021 18:00:23 +0000

The absence of withholding taxes can create unexpected consequences if no planning is done

stephanievanheuvelen — Fri, 12 Mar 2021 14:00:38 +0000

Clients considering the strategy must take extra care

stephanievanheuvelen — Fri, 05 Feb 2021 15:10:15 +0000

Regularly providing information to beneficiaries — and keeping records — will go a long way

stephanievanheuvelen — Fri, 30 Oct 2020 13:00:33 +0000

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

michelleschriver — Fri, 02 Oct 2020 13:00:04 +0000

Help your client avoid these estate planning pitfalls

michelleschriver — Fri, 07 Aug 2020 20:00:00 +0000

A lack of planning can impede your client’s wishes