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Articles by Tim Brisibe
Many advisors are nearing retirement - how can they prepare their clients, and themselves?
A sound, thoughtful succession plan is key to preserving legacy for both advisors and clients. By Jun 05, 2025 Financial advisors dedicate their careers to helping clients prepare for the future – crafting strategies that safeguard their wealth, support their families and preserve their legacies. Yet, many advisors have not applied the same level of foresight to their own professional journey.
Non-resident executors and posting bond
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors By: Tim Brisibe May 11, 2021 May 11, 2021 12:00 © yanlev / 123RF Stock Photo Tim Brisibe As advisors increasingly embrace the family office and holistic wealth planning, conversations with clients frequently turn to a basic and significant aspect of estate planning: the office of the executor or personal representative (estate trustee in Ontario and liquidator in Quebec).
Effective beneficiary designations when converting RRSPs to RRIFs
Help your client avoid these estate planning pitfalls By: Tim Brisibe October 2, 2020 September 30, 2020 09:00 Katleho Seisa / iStockphoto Tim Brisibe Naming beneficiaries for RRSPs or RRIFs isn’t as simple as your client may think, and planning may be necessary to ensure the client’s desired outcome. By Dec.
When does an enduring power of attorney become active?
Knowing the answer will help you and your client prepare for incapacity By: Tim Brisibe May 8, 2020 May 7, 2020 15:00 © Cathy Yeulet / 123RF Stock Photo Tim Brisibe When your client loses mental capacity, who is authorized to give you instructions? And how can you be certain those instructions are from the proper delegate? An enduring power of attorney (EPoA) can provide answers, though there’s often more to it than that.
Family conflict, estate planning and the value of advice
Advisors’ influence on family unity is growing By: Tim Brisibe July 31, 2019 July 29, 2019 15:00 Tim Brisibe Advisors play a critical role in the financial affairs of families. In recent years, the advisor’s place at the family’s kitchen table has gone beyond managing investments and into tasks such as estate planning and wealth transfer, which are at the core of family unity. A TD Wealth survey of estate professionals found that family conflict is the leading threat to estate planning.
U.S. brokers in spotlight for narrow application of best interest rule
Small funds are more difficult to operate, the firm says November 12, 2018 November 12, 2018 11:52 Foreign currency declines provided a headwind By: Staff November 9, 2018 November 9, 2018 16:41 The firm's AUM rose to $143.5 billion November 9, 2018 November 12, 2018 15:08 Richardson GMP also reported strong gains over the period By: Staff November 9, 2018 November 9, 2018 13:50
U.S. reports jump in deficit to $100.5B in October
The government has run a deficit in every October going back to the early 1950s. The new report begins a budget year in which the federal deficit is expected to soar above $1 trillion, reflecting in part the $1.5 trillion in tax cuts Congress approved last December. In its latest review this summer, the administration projected that the deficit would climb to $1.09 trillion this year and stay above $1 trillion for three straight years.
MFDA launches cybersecurity assessment program
What advisors should know A positive economic outlook doesn't mean more deals are coming, an EY survey says By: Staff November 13, 2018 November 13, 2018 13:57 Changes include expansion of preferred pricing and series reclassification By: Staff November 13, 2018 November 13, 2018 12:34 Find out where yields are headed and what's trending in the space By: Staff November 12, 2018 November 13, 2018 11:58
Britain, EU reach draft Brexit agreement
The British government confirmed that the negotiating teams had reached a draft agreement and the Cabinet would hold a special meeting Wednesday afternoon to consider the proposal. Its support isn’t guaranteed: May is under pressure from pro-Brexit ministers not to make further concessions to the EU on the key issue of the Irish border. A spokesman for chief EU negotiator Michel Barnier urged caution, saying a deal wasn’t yet finalized and the bloc would “take stock” Wednesday.
How HNW millennials approach philanthropy
Common disputes and how executors can avoid them Increases to the program have been put on hold The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements By: James Dolan September 21, 2018 September 21, 2018 12:00 A key consideration that’s often overlooked
Proceed with caution when aging seniors request account changes
Advisors serving these seniors might find themselves in foreign territory as they grapple with this new reality, especially when aging clients request account changes, such as changing beneficiary designations on registered accounts and insurance policies, and making joint tenancy arrangements on non-registered accounts.
How spousal rights can affect your client’s estate
In Ontario, spouses are typically either married or common-law. Under the Family Law Act (FLA), if two people live common-law, they’ll be considered spouses if they’ve lived together for at least three years, or have lived in a permanent relationship and have a child together. The Supreme Court of Canada case Molodowich v Penttinen considers what qualifies as living together.
Using the principal residence exemption when transitioning to retirement living
In today’s Canada, where those aged 65 years and older outnumber those aged 14 and younger, adult children are increasingly faced with the challenge of assisting an aged parent with the possible transition from their homes to what’s known as a collective dwelling. Based on the last census, more than 425,000 Canadians aged 65 and older live in collective dwellings: nursing homes, long-term care facilities and seniors’ residences.
The perils of will kits in estate planning
For all kinds of reasons, some clients feel they are better served by sourcing estate and tax planning tools on their own. An online or store-bought will kit may be free or inexpensive and appear to be what the client is looking for. The same could be said for an off-the-rack suit compared to a bespoke one: once the client looks closely, the item is likely ill-fitting and the client will have to alter the purchase to fit their particular circumstance.
What happens when parents and adult children are joint tenants?
In common-law provinces, there are two ways in which more than one person can own property. The first way is as tenants in common, where each person owns a divided interest in the property. Upon the death of one owner, the deceased owner’s share passes to their estate and is distributed as per their will (or the rules of intestacy, if they have no will).
Your role in intergenerational wealth transfer
It takes a great deal of time and effort to create wealth. But not nearly enough time and effort is invested in the conversation and planning around the transition of wealth. According to a CIBC report, an estimated $750 billion will exchange hands in the next decade. This represents the largest intergenerational wealth transfer in Canadian history. Boomers will receive a large chunk of this wealth which, in turn, is expected to be passed onto their children.
New tax brackets change donation credit decision
By now you’re familiar with the Liberal government’s key tax-bracket changes: a cut from 22% to 20.5% for income between $45,282 and $90,563, and a new 33% bracket for income over $200,000. Getting less attention is the way the new brackets impact charitable donations.
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