Section
Estate Planning
8 posts
The Jimmy Buffett estate dispute: Lessons for every family
Senior Wealth Strategist Jeff Brooks explains why, when it comes to estate planning, preserving family harmony depends as much on thoughtful governance and communication as it does on the legal documents themselves.
There's a Version of You Your Family Has Never Met
Listen on The Move There's a version of you your family has never met — and the…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
When the Asset Stays but the Tax Bill Arrives
Using permanent life insurance for estate liquidity in Canada
When Families Finally Talk About Money
The conversation most advisors avoid is the one Traci Garnett-Froscheiser has made the foundation of her entire practice.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Inside the Minds of Canadian Investors: Survey Findings Every Advisor Should Know with Sam Febbraro
Listen on The Move 🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be…
Vanguard's Mario Cianfarani: 3 Challenges for 2024
Listen on The Move The episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off…
What are an Executor's Duties – What Should Clients Consider Before Choosing One Haphazardly?
by Staff Writers, AdvisorAnalyst.com When selecting an executor or liquidator, it is important to consider the duties and…
The Estate Wedge Strategy: A Nifty Way to Create Enormous Value
by Staff, AdvisorAnalyst.com What is an estate wedge? An 'estate wedge' is an estate planning strategy can provide…