Planning and Advice

Homemade wills often require interpretation

There are many reasons a will may need to be interpreted. An interpretation application is a request for the opinion, advice and direction of the court on specific questions. The questions will relate to matters of concern to the executors and trustees (and/or certain beneficiaries) who are unable to discern from the terms of the will how to implement it, or who is to benefit and how. An executor who administers the estate in accordance with guidance received from the court will be protected from subsequent complaint by a beneficiary.

By Daniel J. Dochylo |April 1, 2011

6 min read

Increasing estate value for the affluent

Frequently incorporated in estate plans for affluent clients, an estate bond is a taxefficient strategy that creates a large and immediate estate value.

By André L’Espérance |April 1, 2011

3 min read

Top six frauds and scams

The Ombudsman for Banking Services and Investments (OBSI) has issued a list of the frauds and scams that top its Most Frequent Complaints list. Here’s a list you can share with clients—and guard against yourself. 1) Debit and credit card fraud: Keep your cards in a safe place, use different PINs for each card, don’t […]

By Staff |March 31, 2011

2 min read

Making your Blackberry better

Don't get me wrong. Apple makes a very good phone and the Google Android system, when coupled with companies like Sony and Samsung, is an excellent product.

By Kevin Cork |March 29, 2011

8 min read