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Estate Planning

asian family sitting on couch
asian family sitting on couch
Jul 20, 2020
So much can change between the time your estate plan and related documents are prepared and when they take effect. That’s why it’s important for your estate plan to include back-up plans.
African American couple walking on the beach
African American couple walking on the beach
Jun 18, 2020
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
older couple meeting with their financial advisor
older couple meeting with their financial advisor
Jun 4, 2020
You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
estate planning during covid-19
estate planning during covid-19
May 15, 2020
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
black couple on beach
black couple on beach
Feb 6, 2020
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
african american couple
african american couple
Nov 21, 2019
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
Retired couple meeting with financial advisor
Retired couple meeting with financial advisor
Oct 7, 2019
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go. 
African grandmother and granddaughter
African grandmother and granddaughter
Sep 26, 2019
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
Retired couple celebrating outdoors
Retired couple celebrating outdoors
Aug 12, 2019
Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.
Mother and adult daughter in the park
Mother and adult daughter in the park
Jun 11, 2019
In matters of financial affairs, the day may come when you’ll be parenting your parents. Here’s a strategy to help begin the conversation.