Advisor’s Edge Report Case Study – Deceased mother’s codicil bites back

12 Feb

Advisor’s Edge Report Case Study – Deceased mother’s codicil bites back

Client profile
A deceased business owner left millions to one of her sons, leaving the remaining two with nothing. And though she’d planned to update her will so that each received an equal inheritance, she died before she got the chance. Her sons have complex legal and estate issues ahead of them.

The Experts

  • Theresa Arsenault – Business and Estate Planning Lawyer, Pushor Mitchell LLP
  • Cindy David, CFP, CLU, FEA, TEP – President & Estate Planning Advisor, Cindy David Financial Group Ltd.
  • Keith Vincent CPA, CA – Taxation Services at MNP LLP

Clickhere to find out how the experts would weigh in on tax, legal & estate planning issues.