16 March, 2021 Estate planning
Estate Planning: Protecting Your Heirs and Beneficiaries
Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. The focus of estate planning for many people is to protect and provide a legacy for their family and loved ones. This eBook reviews estate planning strategies that specifically serve to protect and care for your heirs and beneficiaries. Read More
Related articles
I often have the “investment risk” conversation with clients approaching retirement age. Traditionally, this has meant telling clients that it’s time to move into lower-risk investments.
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
A will and estate plan organizes your affairs and manages your assets tax efficiently in the event of incapacity or death. Yet half of Canadians (51%) say they have no will in place, while only a third (35%) say they have one that’s up to date.