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Legacy Planning

Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Senior couple reviewing will and estates
Senior couple reviewing will and estates
Jan 28, 2019
Keeping your will up to date is an extremely important aspect of your estate planning. We generally recommend that you review your will every three to five years to ensure it is up to date.
 Middled aged couple in the kitchen reading tablet
 Middled aged couple in the kitchen reading tablet
Jan 23, 2019
Planning for the number of years that will need to be funded during retirement can be difficult. The retirement income floor strategy can help you determine how much income you will need.
Senior couple sitting on couch
Senior couple sitting on couch
Dec 12, 2018
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Family portrait in a forest
Family portrait in a forest
Dec 4, 2018
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly.
Woman's hand placing coin into piggy bank
Woman's hand placing coin into piggy bank
Oct 9, 2018
Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.