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Expert insightChallenges of succession liquidators and testamentary trust trustees
A liquidator and a trustee are both persons of trust who must ensure that a patrimony is transmitted to its beneficiaries according to best practices. The choice of a liquidator or a trustee, especially when it concerns your patrimony, is essential.
Expert insightInvestment News
On May 2, 2019, the United States announced major sanctions against all countries that import Iranian oil. The U.S. administration’s intention was to deprive the Iranian regime of its main source of revenue by cutting the equivalent of 700,000 to 800,000 barrels of crude per day.
Expert insightPension plans: Who gets the death benefit when you die?
A detailed assessment of your situation is even more important if your matrimonial status changed during your life as a result of a separation or divorce, followed by a de facto union or a new civil union or marriage. Achieving your estate objectives could be jeopardized. . To better understand the rules that could apply […]
Expert insightCreate a real impact with responsible investing
For the past ten years, the world of investment has been shaken up by the arrival of responsible investing, a new market trend which continues to grow.
Expert insightBuying a home as a couple: what to do in case of financial inequality?
We will examine here different situations that can arise when purchasing a home when the spouses’ financial contribution is unequal, either in terms of the down payment or with regard to the joint expenses. Such a disparity can often generate tensions. We will therefore suggest possible solutions for several typical scenarios that we have developed. […]