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Estate planning

Latest
advisor news
Why financial planning has become a passion to former NHLer
carrick on money
The worst job ever just might be serving as someone’s executor
Rob Carrick
Rob Carrick
opinion
Four ways advisors can succeed in the new hybrid world
Globe Advisor content
Donna Bristow
young money
Young people without substantial holdings still benefit from estate planning
opinion
COVID-19 has revealed big gaps in Canadians’ financial plans
Damon Murchison
opinion
The great generational wealth transfer is under way
Gary Mason
Gary Mason

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advisor news
Five lesser-known facts about TFSAs advisors should discuss with investors
advisor news
Globe Advisor’s Best of 2020: Top 10 articles on holistic financial advice
advisor news
Focus on strategic philanthropy increasing amid COVID-19 crisis
advisor news
Investors see greater need, value in professional advice
your practice
How advisors’ charitable involvement can strengthen client relationships
Globe Advisor content
opinion
Why advisors need to serve fewer clients
Jason Pereira
financial facelift
Can this couple support their autistic child throughout her life while hitting retirement goals?
taxes
Why an estate freeze makes sense now
your practice
How advisors are helping clients with estate-planning discussions
Globe Advisor content
report on business
Raymond James acquires Canadian trust company, plans estate-planning division

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household finances
Do you have a financial contingency plan? Worried Canadians updating wills amid coronavirus pandemic
opinion
Why women investors are true allies for financial advisors
Saijal Patel
advisor news
Globe Advisor’s Best of 2019: Top 10 stories on holistic wealth management
genymoneyadviser q&a
Do I really need life insurance? The costs vary greatly so choose with care
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