Technology, taxation, complexity of assets, new family dynamics, sweeping new legislation and risk of personal litigation has created a perfect storm for today’s executors.
The Certified Executor Advisor (CEA) designation offered by the CICEA, and recently attained by Richard McKenster, is an in depth and invaluable program, enabling financial advisors to offer assistance to clients seeking support in their role as executor or testator.
Today's estate planning landscape is more diverse than ever before, comprised of unprecedented transfers of wealth, complex financial holdings, and unique family dynamics such as multiple marriages.
Your RMFP team can help. 1 877 423 2152.