 Prominent in the '90s, the term “estate bond” is an old concept of the life insurance industry that mathematically proves how life insurance can protect and transfer certain assets that... READ MORE
 A testamentary trust is established in a will. It directs a named trustee to manage and distribute assets and income to named beneficiaries of the trust.You can designate the number... READ MORE
 Personal Planning Ideas When passing wealth to your children. Over 3 million Canadian couples will each pass an average of one quarter of a million dollars on to the next... READ MORE
 Don't forget to include your cottage when planning your estate. If you own a cottage, there may be family quarrels over who will pay for its upkeep and/or use it... READ MORE
 This could be the last time you get to make a mindful decision, on your own behalf. If you were to have a stroke, heart attack, or serious operation—a disability... READ MORE
 Planning your will so as to reduce your tax liability ensures that your heirs will inherit maximum wealth. When transferring your assets, including mutual funds, using a will, try to... READ MORE
 Keeping your will up-to-date is as important as having a will. Consider updating your will for the following reasons. • Marriage. You recently married, or a marriage ended since you... READ MORE
If you become incapacitated with no possibility of recovery from a mental or physical disability, would you prefer to live or die? A Living Will records your wishes and alleviates... READ MORE
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