With Thanksgiving only days away it is an opportunity to take a moment for reflecting on our gratitude for what we have, and for those who we have around us. Giving of course is a two-way street and for many, it truly is better to give than receive. As we head into the holiday season with many celebrations over the months ahead, many of us will be surrounded by friends and family enjoying good times. What an opportunity it is to discuss some estate and financial planning:
- How are you going to pass along the family cottage? Who is going to pay the capital gains tax? Will your children’s inheritance of the cottage be split with their spouse?
- How about that vacation property in the USA?
- What is the best way to deal with a child who is at risk when it comes to giving them money?
- Have you ever considered an “Estate Freeze”? Do you have any idea what an Estate Freeze is?
- When is the last time you had your Will updated?
- When you retire will you have enough to live on comfortably?
Before you head south or find some other excuse to put off your financial planning, maybe you should accept a little guidance from our team? Although I like to think “we’ve seen everything”, I will admit that we occasionally get a surprise. Regardless, we do offer the best financial planning opinions available anywhere and have the support to implement them.
Financial & Estate Planning are services included in your relationship with the Doyle Wealth Management Group of RBC.
Naturally we also have a CFA helping to make your investment decisions in conjunction with a team of RBC Research Analysts. Personal client service is more than a priority. It is a founding principle.
Brace yourself for the price tag … we charge nearly half as much as that mutual fund you own.
Happy Thanksgiving and be thankful you’re not a turkey!
What do you get if you divide the circumference of a pumpkin by its diameter?