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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.
From assessing competitiveness to reducing risk, giving thought to specific planning aspects can help set the stage for success.
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.
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.
Author and investor David Chilton offers tips for dealing with market turbulence.
Find out how an ongoing approach to financial learning can help you and your family, from early saving to preserving assets to fund your retirement.