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Choose Wisely

Choose Wisely

Almost everyone agrees that it’s a good idea to have a will. However, it is estimated that about half of Canadians do not have one, and it is likely that

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The Family Meeting

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.

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Everyone Needs an Estate Plan

Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew.   Vivian had remarried and chose to cut costs

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How to Make Your Heirs Hate You

Your death will create problems. There will be three types – emotional, legal and financial. You can do certain things now, while you’re alive, to reduce or increase these problems

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Grandma and Grandpa Santa

Is it Christmas again already? Time passes too fast when you achieve grandparent status, and George and Grace are wondering once again what to give their grandchildren. Some years ago

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Joint Ownership Alternatives

Joint ownership is used by millions for various reasons. When problems arise, they are usually unintentional and it can be too late to remedy them. For example:   Jane wants

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Fulfilling Your Wishes

With many Baby Boomers now moving into their sunset years, the growing concern is how they will efficiently and effectively plan for the transfer of their wealth to the next

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Asset or a Liability?

Do you have a separate recreational property or a rental property? If so this may apply to you:   Some years ago, Roy and Mary bought a cottage at the

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The Inheritance Twist

There are many Baby Boomers who are anticipating hitting the jackpot via inheritances in the coming years as a solution to their own financial planning needs. We have heard many

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