Estate Planning

Choose Wisely When Appointing an Executor

Many people believe that their final wishes will be carried out by clearly stating them in their will. This false feeling of contentment can lead to multiple problems after death.

Bequeathing the Family Cottage

You prepared your will and have specified that the family cottage will be inherited by the children. But keeping the cottage in the family may not be that straightforward.

Estate Planning, Part 4 - Other Considerations

Over the course of the last several articles we have discussed the importance of having a financial plan.

Estate Planning, Part 3: Tax Perspective

The definition of estate planning is the process to transfer and preserve your wealth in an orderly and efficient manner to your heirs.

Estate Planning, Part 2: Stages of Your Life

Estate planning is something that benefits everyone, whatever their circumstances- martial status, age, wealth, etc.

Estate Planning, Part 1

We hear the term “estate planning”, but often don’t recognize how it pertains to us. It can be a difficult subject to approach, as it forces us to face our own mortality.

What Does It Mean to Be an Executor?

Have you been asked by a family member or close friend to be the executor of his or her estate?

Enduring Powers of Attorney and Personal Directives

We previously discussed the importance of having a will to ensure that your wishes upon death are understood.  An Enduring Power of Attorney (EPOA) and

Leaving a Legacy

Many of us have charities we support during our life and want to continue on after we die. The tax rules support this type of philanthropy, but we have to be sure we follow all the rules.

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