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Estate Planning

WHY IS ESTATE PLANNING IMPORTANT?

Estate Planning

Who

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time

Priorities

  • Mortgage is paid off
  • Little to no debt
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning

LEARN MORE

Latest News

RRSP Tax Savings Calculator for the 2019 Tax Year

Jan 16, 2020

The 2019 RRSP Tax Savings Calculator

2020 Financial Calendar

Jan 01, 2020

Financial Calendar for 2020- All the deadlines you need to know to maximize your benefits!

Succession Planning for Business Owners

Jan 01, 2020

Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a business owner have a succession plan? A succession plan is required through the survival, growth and maturity stage of a business. All business owners, partners and shareholders should have a plan in place during these business stages.

Estate Planning for Business Owners

Dec 01, 2019

What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.

Life Stages