Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Appendix D: Executor Checklist
For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you to take on the responsibility of administering the estate and carrying out the last wishes of the deceased. The Last Will and Testament is the
Appendix C: Planning Your Will and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Introduction This document contains background information regarding the planning of your Will and Powers of Attorney. Its purpose is to provide you with a further understanding of the subject matter and related issues, in order to assist you in making key
Free Book Offer to Kick Off Your Finances in 2024!
As we start the new year, the desire to organize and get our “financial house” in order is a common resolution. To jump start this process, I am thrilled to extend an exclusive offer– a chance to receive one of 10 complimentary hard copies of “Preserving Wealth: The Next Generation,
My Top Article Picks from the Past 3 Years
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. INTRODUCTION Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads, whether
Planning Your Retirement in the Next 36 Months?
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you considering retiring in the next 36 months, perhaps in 2024, 2025, or 2026? If so, it’s crucial to make sure you’re on the right financial path. Facing Key Challenges in Retirement Planning
What are the tax and withdrawal strategies for Retirement Income?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes retirement tax strategies. Tax and Withdrawal Strategies “This all sounds very complicated,” Mark commented. “How do you review the various tax strategies?” “First of all, you need a great
When Do You Need The Money?
How Business Owners can increase their Retirement Savings by Investing within their Corporation.
Do you need Disability Insurance?
Trusts for Retirees – Probate Planning
So, You’re an Executor – What are Your Duties and Liabilities?
The Four Essential Family Conversations
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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