Here’s your helpful guide to advising clients on a complex estate sales process Published by Investment Executive November 18, 2024 As a financial professional, it is essential to provide informed guidance to clients who are beneficiaries of an estate. In some cases, beneficiaries may not realize they have the ability to sell their interest in the estate prior to final or interim distribution. Clients may seek this opportunity when estate settlements are prolonged or when the

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A client scenario shows the importance of inquiring about assets you don’t administer Published by Investment Executive October 25, 2022 An estate plan has gone askew, and, consequently, a surviving spouse may be unable to afford payments for her retirement home and be forced to move in with her children. In this real client scenario, the family’s financial advisor had no idea that the surviving spouse was in a desperate situation despite the family owning a business that was

Jump the credibility curve with executors and beneficiaries Published by Investment Executive April 13, 2022 Litigation is a common threat in estate administration, often arising from miscommunication or a lack of communication. Closing the inevitable communication gap between beneficiaries and executors will help you better serve clients and build your book. First, a bit of background. An executor (referred to as an estate trustee in Ontario and liquidator in Quebec, with th