Estate planning can be an onerous task. It is perceived as being time consuming and forces one to consider mortality. It’s no surprise then, that the majority of Canadians die intestate. As Certified Financial Planner’s we understand the importance and benefits an estate plan can have on...
While discussions for estate planning often focus on married couples, estate planning for a single person is equally as important. In many instances, a single person will need to do things differently and the consequences of not having a well coordinated plan can sometimes create...
Your estate plan, no matter how complex, can be implemented any time before you pass, as long as you are still legally competent. Getting this planning started sooner rather than later is always a great idea as we never know when these decisions may be out of...
This week, investigators took a look into Prince’s tragic death at the age of 57. Amongst the tremendous amounts of questions being asked, those of us in the financial industry are wondering the future of his immense fortune. After several decades in the entertainment industry, Prince’s...
When we say the words Estate Planning or Succession Planning to our clients, 90% of the time the reaction is a blank stare followed by a slight nod of the head to show us that they want to avoid understanding or talking about either of these topics...