Planning and Advice

How to talk to grown-up kids about estate plans

The author thanks her dad for being upfront about his financial plans, and offers tips for family discussions about money.

By Susan Goldberg |June 9, 2016

4 min read

Life annuities: Consider liquidity risks

Investors may want guaranteed income, but consider whether they need liquidity.

June 7, 2016

4 min read

What you need to know about assisted-death rules

Your clients may have questions for you about what this means for them.

By Staff, with files from The Canadian Press |June 6, 2016

7 min read

Talk to clients about doctor-assisted death rules

If your clients are wondering if they should update their PoAs or living wills to take doctor-assisted death into account, tell them to hold off.

By Staff, with files from The Canadian Press |June 6, 2016

2 min read