Estate Planning: Getting the Details Right
When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, such as the guardianship of minor children and/or how you want your assets to be distributed when you die.
Naming Your Executor: Friend or Pro?
A key element of estate planning is choosing an executor, someone you trust to carry out the instructions in your will. To ensure that the administration of your estate is completed efficiently and economically, it’s important to carefully evaluate your needs and choose your executor wisely.
Donating Shares: A Tax-Efficient Form of Philanthropy
When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more.
Financial Literacy and Children: Keep it Relatable at Every Age
How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned that the next generation won’t possess the financial literacy needed to inherit family wealth.
Planning for Families Affected by Disabilities
More than one-fifth of Canadians over the age of 18 are living with disabilities,1 often with special needs which can entail significant costs. There is a vast network of supports, programs and tax rules designed to assist Canadians and ease the financial burden that can sometimes accompany a disability, but the opportunities available and how to access them are not always obvious.