Deanne Gage

Depending on age and complexity, an online will may be sufficient

Permanent life insurance policies are one strategy to fund estate liabilities and taxes

Discussions about philanthropy often start with questions about what drives clients to give back

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Designating a charity as beneficiary can be tax-efficient, especially for wealthy clients

Some clients are considering a move north, while others are eyeing more favourable U.S. tax rates

Advisors with cross-border clients need to navigate different rules for capital gains and gift taxes

Most parents want to help their adult kids, but doing so can come at the expense of their own long-term plans

Spouses should share their retirement goals with one another to see which ones fit

Singles enjoy fewer tax benefits in retirement, but planning can help even the playing field