Make sure charitable bequests are honoured.
In a couple of months, Canada’s airports and highways will once again be busy with retirees making their annual migration south. About 1.3 million Canadians…
No matter how well someone crafts her estate plan, ex-spouses, disgruntled business partners, estranged children and misguided family members can still challenge her wishes. Estate…
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
One of the important challenges in retirement planning is deciding what values to use for the expected returns of stocks and bonds. Everyone likes to…
The best way to learn is through mistakes. So here are three common estate planning offences.
Having two elderly parents move into the family home can involve quite an adjustment. But as Bill and Amy have discovered, caring for aging parents…
Advisors often hear first that an heir’s fallen out of favour
On initial review of the situation Bill and Amy seem in good financial shape. They earn good incomes and have a net after-tax income, assuming…
Falling interest rates could be bad for retirees
Clients should simultaneously grow estates and outline wealth transfers
A professional couple’s retirement plan is thrown off track by two major health events affecting their parents.
Bill and Amy’s financial circumstances are challenging and unpredictable. In addition to raising children, maintaining a satisfying standard of living and saving for retirement, they…