Clients think they’re fine — advisors need to know that they can lead to unintended consequences Published by Investment Executive September 15, 2025 Mirror wills are a common phenomenon across Canada. Couples sign these nearly identical estate documents, leaving everything to one another. After the death of the surviving spouse, assets go to the children and/or other agreed-upon beneficiaries. Most couples believe they are being responsible when they sign these. It’s a simpl

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

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