Changes to the Taxation of Estates
Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs. A testamentary trust is generally… Read More »Changes to the Taxation of Estates
Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs. A testamentary trust is generally… Read More »Changes to the Taxation of Estates
Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond. Many become risk adverse and move… Read More »The Estate Bond
It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to… Read More »Pay Attention to Your Beneficiary Designation
By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s… Read More »What to do after selling your business
Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you… Read More »Is it Time for your Insurance Audit?
If you require permanent life insurance coverage for family, estate planning, business, or tax planning purposes or you just wish to accumulate money in your… Read More »Don't Wait Too Long to Convert Your Term Insurance
Over the past two months we have examined some of the risks that challenge most of us. It is almost impossible to avoid risk entirely.… Read More »How Much Risk Can You Tolerate? Part 3 of 3
Last month we discussed how much risk you could tolerate depending on your life situation. This month we will consider other risks to which each… Read More »How Much Risk Can You Tolerate? Part 2 of 3
By Brenda Spiering, Editor, BrighterLife.ca We’ve all heard the horror stories – families torn apart by fighting over the inheritance of their family cottage. The… Read More »How to Prevent Family Cottage Feuds
Will Rogers, the American humorist, when talking about the investment schemes in North America at the time, said “I am less concerned with the return… Read More »How Much Risk Can You Tolerate? Part 1 of 3