A handbook guide for managing digital property.

Link to Handbook published by Dynamic Funds Acknowledgement: We would like to sincerely thank Michael Kulbak, Kulbak Trust Solutions for all his help in the updating and editing of this handbook. What is an Executor? While the person(s) that is named in the Last Will and Testament to administer a deceased estate is commonly referred to as an “Executor”, the legal term for this person(s) is “Personal Representative”. Each province has its own legislation, choosing their own t

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