Q&A Follow-Up: Planning for the Administration of Your Estate
3/8/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Estate Planning for Beneficiaries with Disabilities
2/14/2024
An important purpose of estate planning is to sure that loved ones are financially cared for after a person’s passing.
Retirement & Estate Planning
Estate Planning for Blended Families
2/14/2024
The number of blended families in Canada is on the rise. Blended families
are those in which one or both spouses bring with them children from a
previous relationship.
Retirement & Estate Planning
In the Blender – Estate Planning for Blended Families
1/9/2024
All families are complicated, but blended families, where one or both spouses bring with them children from a previous relationship, can be more complicated than most.
Retirement & Estate Planning
Failure to Launch: Adult Dependents and their Estate Rights
1/9/2024
In Canada, individuals are generally allowed to leave their estates to whomever they wish, with some exceptions.
Retirement & Estate Planning
Beyond the Henson Trust: Estate Planning for children with Disabilities
1/9/2024
In Canada, individuals can leave their estates to whomever they wish, with some exceptions.
Retirement & Estate Planning
Raymond James Estate and Trust Services
1/4/2024
One of life’s greatest rewards is sharing your wealth with others.
Retirement & Estate Planning
New Beginnings
12/18/2023
How to pass on wealth, control and values to the next generation.
Retirement & Estate Planning
New Beginnings
12/15/2023
Navigating Changes to the Alternative Minimum Tax (AMT) Regime: Why Charitable Giving Should Prevail
Retirement & Estate Planning
Renewing term insurance
12/15/2023
As an insurance specialist, we are often asked to help when term insurance policies are up for renewal on the 10th or 20th year.
Retirement & Estate Planning
Year End Financial Planning Tips
12/6/2023
Listen to our podcast with Ines Iraoui
Retirement & Estate Planning