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Wills

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.
Multi generational family sitting on couch
Multi generational family sitting on couch
Feb 6, 2019
It is important to monitor changes in the applicable laws and rules if your will and estate planning objectives include planning for a beneficiary who has a mental or physical disability.
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.
Senior couple planning retirement
Senior couple planning retirement
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
African American grandmother reading with grandson
African American grandmother reading with grandson
Aug 13, 2018
If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.
Les biens d’un mineur
Les biens d’un mineur
Jan 10, 2017
As Canadian parents and guardians are responsible for the support and education of their children, it may come as a surprise that in most Canadian jurisdictions, parents are not automatically entitled to control minor children’s property.
assante life
assante life
Sep 30, 2016
Parents typically have the same estate planning objectives – to provide for their children’s care and financial security after they’re gone. But when only one parent is involved, certain aspects of an estate plan require special attention.