Viewpoints about Wealth transfer strategies
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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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Enhance your family wealth by embracing story telling
2022 has been a roller coaster year in terms of the financial markets and many of us are concerned about how this may negatively impact our family wealth. While we can’t control the markets, we can use this time to broaden our definition of family wealth.
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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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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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Preparing your family for the great wealth transfer
The greatest intergenerational transfer of wealth in Canada’s history is set to take place over the next few decades, but are high-net-worth families prepared for the shift?
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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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