Planning and Advice

Give your clients a ‘retirement checkup’

The dawn of retirement marks an excellent time for clients to reassess everything from spending habits to marital health.

By Camilla Cornell |June 16, 2016

2 min read

Senators decide against advance directives for assisted death

The amendment would have allowed people to spell out the circumstances in which they would want an assisted death.

By Staff, with files from The Canadian Press |June 15, 2016

5 min read

When a testator has the right to discriminate

Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.

By Staff |June 10, 2016

1 min read

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