{"id":1726,"date":"2025-03-18T16:20:34","date_gmt":"2025-03-18T16:20:34","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/harvest-time-wealth\/?p=1726"},"modified":"2025-03-18T16:21:25","modified_gmt":"2025-03-18T16:21:25","slug":"investing-resolutions","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/harvest-time-wealth\/investing-resolutions\/","title":{"rendered":"Investing Resolutions"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1726\" class=\"elementor elementor-1726\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7611bf84 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7611bf84\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-48fee407\" data-id=\"48fee407\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-399672e1 elementor-widget elementor-widget-text-editor\" data-id=\"399672e1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>Resolve to Review Your Will<\/h2><p style=\"text-align: justify\">If you are looking for a financial resolution to start the year, why not make estate planning a priority?<\/p><p style=\"text-align: justify\">Every so often we hear stories about the consequences of not having a valid will. To die without one, known as dying \u201cintestate,\u201d can have significant and perhaps unintended effects as assets will be distributed according to the rules set out by your province of residence. This can result in additional costs to the estate, such as a large tax bill that could have been reduced if better planned for. It can also lead to conflicts between loved ones who are left behind to sort out matters without direction. In addition, other tax-planning or succession plans may be compromised as a result. This would be unfortunate, as a valid will is comparatively inexpensive to put in place. Even if you do have a valid will in place, consider the importance of it reflecting your current circumstances, which points to the need for periodic reviews.<\/p><p style=\"text-align: justify\">As we begin another year, take a look at the checklist below to see if any adjustments are needed to your final instructions. This isn&#8217;t meant to be a comprehensive list, but is intended to act as a starting point to determine whether a review might be useful. If you answer \u201cno\u201d or \u201cdon\u2019t know\u201d to any of the questions, perhaps a review is in order. it&#8217;s time well spent to take steps to ensure the validity of your will for the sake of your beneficiaries. It may also be a good time to review beneficiary designations for accounts or assets that do not pass through a will, which may include registered accounts (not applicable in QC) or insurance.<img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-2942\" src=\"https:\/\/advisor.wellington-altus.ca\/towerwealthadvisory\/wp-content\/uploads\/sites\/37\/2025\/01\/Untitled-10.png\" alt=\"\" width=\"954\" height=\"599\" \/><\/p><p style=\"text-align: justify\">Why not resolve to make your estate plan a priority for 2025? If you need assistance, please call.<\/p><p><img decoding=\"async\" class=\"aligncenter size-full wp-image-2943\" src=\"https:\/\/advisor.wellington-altus.ca\/towerwealthadvisory\/wp-content\/uploads\/sites\/37\/2025\/01\/Untitled-9.png\" alt=\"\" width=\"1952\" height=\"951\" \/><\/p><p><img decoding=\"async\" class=\"size-full wp-image-2012\" src=\"https:\/\/advisor.wellington-altus.ca\/towerwealthadvisory\/wp-content\/uploads\/sites\/37\/2024\/03\/2.png\" alt=\"\" width=\"2088\" height=\"604\" \/><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>As an investor, wouldn\u2019t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?<\/p>\n","protected":false},"author":68,"featured_media":1571,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[24],"tags":[144,157,146,42,145,79,49],"class_list":["post-1726","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-capital-gains","tag-financial-advice","tag-financial-freedom","tag-financial-planning","tag-wealth-advisory","tag-wealth-management","tag-wealth-planning"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investing Resolutions - Harvest Time Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/harvest-time-wealth\/investing-resolutions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investing Resolutions - Harvest Time Wealth\" \/>\n<meta property=\"og:description\" content=\"As an investor, wouldn\u2019t it be great to travel back in time 30 years to alter the course of the future? 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