Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
The Three Estate Buckets
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 to save taxes and/or fees. In a recent webinar by Michael Kitces, Mathew Jarvis, a US Financial Advisor, shared a concept he uses with clients
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?” This type of ownership is called joint tenancy with
Pump Your Tires!
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is above freezing, and the roads are dry. This past weekend I went for a ride on Saturday, and I felt slow and sluggish, realizing my
Kicking up Life Lessons and Fun with Football
Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ways.
The Three Estate Buckets
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Pump Your Tires!
Kicking up Life Lessons and Fun with Football
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
You can purchase a Hard Copy of Preserving Wealth HERE
Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE
