Question: As executor of a parent’s estate, do you need insurance to protect you? James Daw’s Toronto Star article at moneyville.ca suggests one answer is ERAssure.com. I’ll give you more info to consider. But you must check out this company’s … Continue reading →

Here’s an interesting short video to find the answer. Watch IE.TV with Steve Krupicz, an actuarial consultant with Manulife Financial Corporation. He describes the new actuarial tables on life expectancy increasing by 1.7 years. It’s recorded by Investment Executive, at … Continue reading →

You are the advisor to Janet and her family. She has trusted you for a number of years. No surprise to you she asks you to be the executor of her estate. How should you respond? Here are 3 things … Continue reading →

How can advisors avoid liability when doing estate planning? This issue always draws extra attention in professional meetings. I chaired a programme this week called, “Beyond Estate Planning Essentials” for the Ontario Bar Association. The audience of estate advisors included … Continue reading →