Financial Resolutions: Resolve to Review Your Will
If you are looking for a financial resolution to start the year, why not make estate planning a priority? Every so often we hear stories about the consequences of not having a valid will. To die without one, known as dying “intestate”, can have significant and perhaps unintended effects as assets will be distributed according […]
Your New Year’s Financial Checklist
The beginning of anew year is an opportune time to revisit certain aspects of your wealth management. If you don’t know where to start, here are a handful of ideas. For more information, please call the office. Contribute to the RRSP. The Registered Retirement Savings Plan (RRSP) deadline for the 2024 tax year is March 3, […]
Estate Planning: Worried About Beneficiaries
Though the pandemic now feels like a distant memory, it did bring about some positive changes. One notable outcome was that many clients began to take a closer look at their estate planning. In doing so, some discovered that they were concerned beneficiaries might not be able to responsibly manage their inheritance. As a result, […]
Estate Planning: Getting the Details Right
The Importance of Planning 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 A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, such as the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 […]