Beneficiary Designation on Registered Assets There are a number of planning strategies that can be used to bypass or minimize probate. Below is a common strategy to make your...
What is Probate? Probate is the process of getting your will approved by the courts. This process validates your will and allows your executors to distribute your assets. However,...
3 Major Financial Planning Issues Facing Women Author: Emily Guy Birken Source: MoneyNing There’s no denying that men and women often view financial planning from different perspectives. The reasons...
Women and Investing: Key Findings and Opportunities Author: Maurie Backman Source: The Motley Fool Investing is a great way to grow wealth and attain financial security, but women seem...
Five Uses of Trusts Trusts have many uses. Below are some of the most common ways Canadians utilize trusts while estate planning and some issues trusts can address: Blended...
The Two Fundamental Types of Trusts Since recent tax changes imposed by the federal government, it has been a topic of debate whether or not trusts hold the same...
Secured Loan or Collateral Loan: Policy Implications It can be tempting to tap into the cash value of a life insurance policy that has been accumulating for many years....
Secured Loan or Collateral Loan It can be tempting to tap into the cash value of a life insurance policy that has been accumulating for many years. However, unlike...
Policy Loans: Loan Implications It can be tempting to tap into the cash value of a life insurance policy that has been accumulating for many years. However, unlike normal...
Policy Loans It can be tempting to tap into the cash value of a life insurance policy that has been accumulating for many years. However, unlike normal investment accounts,...