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You have worked all your life and saved for retirement. What other planning work could possibly be left?
Estate planning is not something just for the ultra-wealthy.
The fact is that real money will be left behind after your passing. You worked hard for that money. Shouldn’t it go to those you love or to a charity that shares your values? Make sure your money goes where you want it to be.
A financial advisor can help you avoid preventable situations like this one. An advisor can help you set up a will, a letter of direction, power of attorney, and other estate arrangements.
With the help of a financial advisor, you can prevent this from happening and create a legacy you can be proud of.
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities of the…
Broadly speaking a letter of direction is any letter that gives instruction and guidance to a recipient. Letters of direction are also common in situations when somebody has passed away, and…
What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which affected your mind? Who should control your…
With Universal Life you have the ability to change your coverage, deposits and investment choices in response to your changing needs, conditions, or circumstances. Deposits are applied to the…
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes…
Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it’s earning an income, making a purchase, owning real property, investing, running a business, or…
Many people will offer you advice on which investments…
For most Canadians, retirement is a major financial goal that…
Many people assume that estate planning is only for the…
Investment tax planning is not just about writing the…
Careful portfolio analysis is necessary to ensure that…
Proper analysis is vital to ensure that you aren’t paying too…
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