As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.
QUARTERLY INVESTMENT INSIGHT – WINTER 2025
It may be surprising to recall how the world has changed in three decades. Back in 1995, the “World Wide Web” was still largely unknown. Released in the public domain two years earlier, only 3 percent of us had logged on. Inventions like the PalmPilot and Windows 95 (with no internet browser!) were considered “landmark.”2 That same year, a young Jeff Bezos sold his first book from his online bookstore, Cadabra, which he ran out of his garage.