Learning From Experience: Bernard’s Story
Estate planning and distribution of investments. What could go wrong? Here’s a story of a father who aimed to divide his estate equally between his sons.
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Estate planning and distribution of investments. What could go wrong? Here’s a story of a father who aimed to divide his estate equally between his sons.
Lately, we’ve all been seeing a few less dollars in our wallets. Between groceries, fuel and the cost of homes, things are surely getting more expensive. The word “inflation” is being tossed around, but what in fact is inflation and how does it affect interest rates and your investments?
Estate planning and distribution of bank accounts. What could go wrong? Here’s a story of one mother who had the best of intentions.
Over the last two years, many of us have experienced changes in the workplace and in the way we do our work. Whether you’ve had the opportunity to work from home or have had to go into your place of work, each of us has had to balance between a commitment to our jobs and the need to prioritize our lives outside of the workplace. Self care has become an increasingly important topic of conversation as many continue to struggle with mental health, overwhelming work loads and the demands of a family. So, why is a healthy work-life balance important?
If your coming into an inheritance—whether that's money, property, or other assets—this article may help you prepare to handle the responsibility of additional wealth.
This article will helps you understand the basics of an estate strategy and what needs to be included.
A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.
Some may feel overwhelmed with receiving an inheritance. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward and honour the memory of those gone.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals? We discuss the pros and cons to help make your decision a little easier.