Insights

Financial advisers are now incorporating health care planning into the conversations they are having with clients as part of their long-term financial goals.

Five years ago, my parents’ world changed when an unexpected illness left my mother needing permanent personal caregiving support at home. We scrambled, in a moment of crisis, to find trustworthy and reliable help. Planning for this kind of support, logistically...

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

“Things to consider when setting up a charitable foundation.”

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.