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“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.
Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.
Tom Porcelli joins Janet Engels to discuss the post-COVID-19 U.S. economic recovery.
From assessing competitiveness to reducing risk, giving thought to specific planning aspects can help set the stage for success.
Find out how responsible investment has been gaining ground and what it means to integrate environmental, social and governance (ESG) factors into the investment process.
Consider these strategies to help make family meetings an effective tool in wealth transfer planning.
Here are two handy checklists of questions to address and aspects to consider.
When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.
Options for planning ahead to create a charitable giving impact that lasts beyond your lifetime.