All items in: Succession & Estate Planning

Financial Literacy Declines in Later Life: Dr. Michael Finke at DAC

Posted: November 17, 2015 By : Knowledge Bureau
Posted in: Strategic Thinking, Succession & Estate Planning
Those who earn more live longer, the longevity gap between men and women is closing and living close to your kids in retirement may turn out, well, differently than you may think. All of these factors and more will change how you think about retirement planning, according to Dr. Michael Finke, a keynote speaker at the Distinguished Advisors Conference (DAC) in Puerto Vallarta, Mexico, last week. But his biggest “aha” moments came from research on the financial literacy of seniors.

Financial Literacy Report Cards: Teaching Top 6 Skills

Posted: June 23, 2015 By: Evelyn Jacks
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
It’s report card time for kids, but it’s also a good time for parents and teachers to reflect on the level of financial literacy among students, and bringing more effective financial education to next year’s curriculum, which begins just a couple of months from now.

DAW Special Report

Posted: June 23, 2015 By : Karen Milner
Posted in: Breaking News, Succession & Estate Planning, Tax Planning
Hundreds of leaders in the tax and financial services took part in a significant educational event last week:  transition planning featuring the new federal budget provisions including the Graduate Trust Estate rules. 

DAW SPECIAL REPORT Economic Update: Opportunities for Wealth Planning with Your Clients

Posted: June 23, 2015 By : Karen Milner
Posted in: Breaking News, Succession & Estate Planning, Tax Planning
Evelyn Jacks, President of Knowledge Bureau, kicked off Toronto’s Distinguished Advisor Workshop with an information-packed economic update.

11 More Ways To Measure A Truly Rewarding Life

Posted: June 16, 2015
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
How important are a tax and financial advisor’s “soft skills?”  Having deeper conversations about many life components, other than finance, can be an important first step in improving your clients’ lives. 

Emotions Aside, Sometimes Estate Litigation is Wrong

Posted: June 09, 2015 By : Greer Jacks
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
On May 28, 2015, the Ontario Court of Appeal (ONCA) dismissed an appeal from the dismayed son of a deceased testator.