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Estate Preparation for Dementia
November 27, 2024
The deterioration of the brain, however, robs people of the latter. For that individual, coming to terms with the reality, confusion and memory loss must be terrifying.
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Estate Planning: Your Digital Assets May Have More Value Than You Think
March 12, 2024
Even if you’re not a significant technology user, your digital footprint may be larger than you think. This may be an important consideration in estate planning.
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Preparing the Next Generation for Wealth
October 27, 2023
It sounds counterintuitive but words rather than numbers are likely to dictate the success of your family’s transfer of wealth. Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible. But what good is that if the next generation are ill-equipped to deal with it, either because the money comes as a surprise or because they’re too entitled to handle such a windfall?
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Have You Been Appointed Estate Executor? Five Mistakes to Avoid
March 24, 2023
Administering an estate can be a time consuming and complex task, often occurring during an emotionally difficult time.
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Wealth Transfer: Preparing the Next Generation
June 28, 2022
Before the younger generation rush for an armchair and cigar, the likelihood is a large number of these wealth transfers will fail because of a lack of financial planning, preparation and proper execution
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You Asked: Transferring Family Property to the Next Generation
August 4, 2022
In working with clients, we are often asked questions about cottage/cabin succession planning. One question that is commonly asked is: Can I sell the cottage to my kids for $1, or a value substantially lower than its fair market value (FMV)?
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