Trusts for Retirees – Probate Planning
February 14, 2022
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When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that
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Serving Burlington, Oakville & Surrounding Areas
When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It
The end of the year is a great time to take a quick review of your personal finances to determine if you have any action …
When people are looking to make the transition to retirement, they want to know how much they can spend each year without running out of …
Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE Even though the first meeting was set for our cottage, I was …
With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You …
White Paper INTRODUCTION Likely you have worked most or all your adult life, often for over 30 years. At some point you will be looking …
As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement …
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