No matter how you look at things, Estate Planning involves emotions. Some common emotions include the joy of giving to loved ones, sadness that you won't be around to see how loved ones might enjoy yo… [more]
Bob and Beth had lived near Edmonton where Bob had operated a highly successful company for over 30 years. They were multimillionaires.
Bob and Beth had wills in which they would leave everything t… [more]
One of the most important decisions you will make when setting up your financial plan is appointing beneficiaries on the various products you own (RRSPs, RRIFs, LIRAs, Life Insurance, etc). Naming a … [more]
I come across many people when doing retirement planning who are familiar with the term “estate taxes”. They have heard the term on TV or read it in an article. I am asked if we have anything li… [more]
One area of tax planning that does not receive enough attention is the designation of beneficiaries when it comes to Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds … [more]