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Floyd Gradley

What happens when an RESP subscriber dies? Fallback Image Decorative pattern

Estate Planning

What happens when an RESP subscriber dies?

What happens when the RESP subscriber—the person who creates and contributes to an RESP—dies before the RESP is fully paid out?

By Floyd Gradley |April 1, 2015

5 min read

Should your client dodge probate? Fallback Image Decorative pattern

Estate Planning

Should your client dodge probate?

Probate-related questions are among the most common questions heard during estate planning discussions. What is probate? Can it be avoided? Should it be avoided? As an advisor, it’s important to be able to answer those questions.

By Floyd Gradley |January 3, 2012

6 min read

The pitfalls of joint tenancy Fallback Image Decorative pattern

Tax News

The pitfalls of joint tenancy

Joint tenancy has always been a complex estate planning tool

By Floyd Gradley |June 2, 2011

6 min read

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