Viewpoints about Estate Planning
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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Why every woman needs a retirement plan—and a retirement plan B
Many Canadians ignore future planning—including women. But we’re doing more, earning more, and even living longer. While everyone needs to plan for what’s ahead, women should take charge now.
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Keeping the family cottage in the family
Passing on a family cottage? Half of any increase in value is taxable at death. This strategy protects against an estate having to sell a cottage to pay the tax.
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Common wealth transfer mistakes (national edition)
Transferring assets to the intended beneficiaries doesn't always go as planned. Here are the common mistakes to watch out for.
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Common estate planning mistakes in Quebec
Transferring assets to the people you want in the way you want doesn't always go as planned. Here are the common mistakes to watch out for.
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Advisors can be the quarterback for a client’s estate plan
No one is more clued into what’s going on with their clients, says Manulife Investment Management tax expert
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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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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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Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
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