Viewpoints about Estate Planning
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What is financial planning and why it is important for high-net-worth investors
In this episode, we’re going to discuss the macro trends we may see in the next quarter and highlight why defining a financial plan is very important, especially for high-net-worth investors.
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Get started on completing your estate planning homework
September is back to school time. Why not follow the trend, embrace your inner student and take the time to complete your estate planning homework?
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The family cottage and legacy planning
Many families want the cottage to stay in the family for generations. Did you know that preserving your family stories at the cottage is a way of preserving your family’s legacy and wealth?
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How to get started with will and estate planning matters
The following will review some scenarios and the possible consequences of not addressing our estate planning matters and invite us to redefine estate planning.
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Why don’t we want to deal with wills and estate planning matters?
There are two certainties in life – death and taxes. Canadians often plan for ways to reduce taxes, but many Canadians don’t have an up to date will.
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Tax season is here - It’s a time to review your beneficiary designations
An RRSP can be a powerful tool that can save you money on your annual tax return while helping your savings grow.
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A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
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New Year’s Intentions – Taking Control of Your Life
These scenarios are intended to provide you with a starting point for you to consider what has changed in your life since you last reviewed your estate planning documents.
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A year in review – The unintended consequences of the pandemic on estate planning (podcast)
Learn about the unintended consequences of the pandemic on estate planning including the increased use of technology and impact of the housing market.
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The benefits of philanthropy for high-net-worth investors
At Manulife Private Wealth, we believe that smart philanthropy, built on enduring partnerships, is the most effective way to deliver hope to those who need it most. In this article, we take a look at some of the benefits of charitable giving and the most effective ways of going about it.
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