Settling an estate can be a daunting task, both emotionally and financially. When you pass away, your Executor and loved ones may face several challenges that can add to their grief and stress. Emotional Burdens Your family might have … [Read more...]
So you’ve been named Executor…
As Executor, you are stepping into the shoes of the dearly departed. You were likely chosen because you are fair and organized, responsible and impartial and you have good judgment. It is your legal obligation, as fiduciary, … [Read more...]
Choosing an Executor
The largest intergenerational wealth transfer in history is here! To the tune of $1 Trillion over the next 10 years.[1] Careful estate planning can make an enormous difference in the amount of wealth and assets your heirs actually … [Read more...]
Keep more of your money so you can give more of it away
Show of hands if you enjoy paying more tax than is necessary? …thought so. Unfortunately, that’s what a lot of us end up doing when we reach the end of the line. According to a poll by Angus Reid Institute, the majority of Canadians don’t … [Read more...]
How to protect your Estate Executor
Executor Protection Your executor is someone you trust to fulfill your final wishes and distribute your Estate. Are you making their job is as easy and risk free as possible? Do you have your wishes clearly spelled out? Have you consolidated your … [Read more...]