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Category Archive for: ‘Estate Planning’

Willing Wisdom

Grandma Holding Babys Hand1

Willing Wisdom – 7 Questions to Ask Before You Die by Thomas William Deans speaks on how you leave your …

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Dependents and Estate Planning

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Considering adult dependents and estate planning together is not always a common occurrence in estate planning, but this case study …

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Estate Planning Checklist – Part 1

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An estate plan is about continuity.  And a well thought out estate plan is a critical part of the financial …

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Life Is What Happens When

Calculating Money

Life is what happens when you are busy making other plans – John Lennon That famous quote by John Lennon …

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Conserve or Equalize Your Estate with an Estate Bond

More Planning

An estate bond is a tax-efficient strategy that immediately increases the value of your estate.  More importantly, it allows you …

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Liability Issues of Administrating a Will

Will Glasses1

Many people will become executors (now called a Personal Representative) for the wills of their parents, family members or close …

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Keep the Cottage in the Family

Cottage

Spending time at the family cottage creates a legacy of priceless memories.  Your kids and grandchildren love it just as …

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Nine Benefits of Segregated Fund Policies

Financial Plan In Sky1

Among the many benefits of segregated funds, is the value of estate planning advantages. Following is a condensed outline of …

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Estate Planning in the Digital Age

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In today’s digital age, online photos and music are considered digital assets that should be factored into estate planning.  A …

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Estate Planning Simplified!

Cows

When you die, would your rather the cow or the milk went down the CRA tax rat hole? Unfortunately, when …

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The Financial Impact Of An Unexpected Death

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Sitting down for a chat about your or your spouse’s impending death is a pretty morbid topic. Most couples can …

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Talk To Your Family About Your Will

Gavel Will1

Remember those movie reading of the will scenes?  The script is always the same; the survivors, still in their funeral …

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Charitable Gifting Tips and Ideas

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With today’s government cutbacks, inflation, and rising costs squeezing the average Canadian, the result is that many charities are having …

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Estate Planning Checklist – Part 2

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Ownership, beneficiary designations and Trusts Business planning Foreign considerations One common issue that I run across is lack of understanding …

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Estate Planning Checklist – Part 1

Legacy

Having an estate plan is essential if you want to effectively manage, maintain and transfer one’s wealth to future generations. …

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When Life Insurance Makes Sense For Seniors

The best deal with life insurance is for young, healthy clients. Even though premiums for seniors are much higher, life …

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