Insights

If you’re acting as an executor of a Will, consider hiring an executor’s helper

Our current pandemic has been a “test run” for many on what retirement might feel like.

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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.

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.