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A snapshot of current research and statistics for Canadians and their families.
It’s important for the next generation be able to build their own career without impacting family relations.
While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.
While many people use a “cash in” versus “cash out” formula, there’s a simple change you can make to your budget to help make saving a priority.
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
Consider these strategies to help make family meetings an effective tool in wealth transfer planning.
When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.