A Lifetime Gift for Your Grandchildren

The Cascading Life Insurance Strategy If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance. How does the Cascading Life Insurance Strategy...

The Corporate Estate Transfer

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation. If this is the case, chances are also good that this invested surplus is exposed to a high rate of corporate income tax. If this describes your company then you may be […]

Estate Planning for Blended Families

Avoid Disinheriting Your Children In today’s family it is not unusual for spouses to enter the marriage with children from previous relationships. Parents work hard at getting these children to functionally blend together to create a happy family environment. Often overlooked is what happens on the...

Changes to the Taxation of Estates

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs. A testamentary trust is generally a trust or estate that is created the day a person dies. Commonly, these trusts are established in a testator’s will. A significant benefit...

The Best Way to Insure Your Mortgage

If you have a mortgage it makes good sense to insure it. Owning a debt free home is an objective of any sound financial plan. In addition, making sure your mortgage is paid off in the event of your death will benefit your family greatly. The question is should you purchase this coverage through your...

Are you ready for retirement?

Enter your information below to download our 6-Step Retirement Income Planning Guide with tips like:

How to maintain a diversified investment portfolio during retirement

The different sources of retirement income you may be entitled to (some you may not even be aware of)

The Retirement Guide has been sent to your inbox!

ENTER YOUR INFORMATION TO DOWNLOAD THE 6-STEP RETIREMENT INCOME PLANNING GUIDE

We will send the guide directly to your inbox.

You have Successfully Subscribed!

DOWNLOAD THE 6-STEP RETIREMENT INCOME PLANNING GUIDE

We will send the guide directly to your inbox.

You have Successfully Subscribed!