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“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”
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.
If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.
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.
The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.
“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”
“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”
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.
After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.