Peter Boys, Boys Financial Services

Category Archive for: ‘Estate Planning’

What is an Estate Freeze?

estate freeze

Do you have a farm or business that you’re looking at transferring ownership to management or your children? If yes, …

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Plan ahead, none of us are immortal

Will

Draft a will: It’s best to have it drawn up by a lawyer but even a handwritten will that is …

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Some Good Reasons to Avoid Will Kits

will kits

For different reasons, some Canadians feel they can figure out their own tax and estate plans either by going online …

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Are you up to the task of being an executor?

executor

From time to time clients ask me if I would be willing to act as the executor of their estate, …

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Now’s the Time to Have the Courageous Conversations

courageous conversations

Every year I go to a life insurance school in Banff to listen to speakers from our industry that have …

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Do you have a Written Estate Plan?

estate plan

No one likes to think about their own mortality, but designing a proper estate plan can help to lessen the …

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Why You Should Talk to Your Children about Their Inheritance

inheritance

When working with successful farm and small business families I find that there’s a general reluctance to talk around any …

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What to Include in Your Estate Planning Checklist

checklist

As we age, so grows the importance and urgency of having an estate planning checklist every passing year. None of …

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Why a Valid and Current Will is Essential

Will

We live in a complicated and litigious world, so it’s essential to have a will and to keep it current. …

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Is there part of your estate you want to keep private?

estate

It can be difficult to find estate planning solutions that are suitable for the complexities of blended families. Consider a …

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Avoiding the Pitfalls of Blended Families Finances

blended family

Blended families represent 12% of families with children in Canada. Many of these face financial and estate planning challenges, which …

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Having “the talk” with your adult children

children

Fidelity Investments recently interviewed a significant number of families who had a parent over age 55 and an adult child …

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Challenges for Executors Today

executors

Every day over a thousand Canadians turn 65. 70% don’t have current or valid wills, and 45% have not given …

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Keeping the Cottage in the Family

cottage

Owning a cottage provides a getaway, a place where friends and family can gather far from the hustle and bustle …

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Have Life Changes Impacted Your Estate Plan?

estate plan

I can’t stress the important of reviewing your estate plan on a regular basis, especially after any changes to your …

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Estate Planning With The Impact of Increasing Land Values

estate planning

The latest Farm Credit farm land values report shows that Alberta had the 2nd largest increase of any province in …

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Watch For These Estate Planning Tax Issues

estate planning

  Many of us ditch our tax records after seven years not understanding this could cause tax issues in the …

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Are You Planning on Leaving an Estate? Part 2

estate planning

Continuing from last week, here are some more points to consider to avoid stress and conflict when planning to leave …

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Are You Planning on Leaving an Estate? Part 1

estate planning

Leaving an inheritance to one’s heirs can make a significant difference to their financial well-being. But when money is involved, …

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The Minefield of Executor Liability

executor liability

Most people usually only act as an executor of an estate once in a lifetime. This means that there are …

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