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As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.
With a growing awareness and change in dialogue over the course of the pandemic, many are turning more attention to their estate plans. Here are some important considerations in protecting yourself and your loved ones.
Augmenting the client-advisor connection in making wealth planning work for you.
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.
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.
“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.
