jlumsden@assante.com

Appendix D: Executor Checklist

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 legally binding record of the […]

Retirees’ Tax Planning Checklist

Retirees' Tax Planning Checklist

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  For your FREE Copy of Preserving Wealth, CLICK HERE In the 2023 Fidelity Retirement Report, retirees’ # 1 concern was minimizing taxes. This is unsurprising since taxes are the majority of retirees’ most significant unwanted expenses. If retirees can reduce the taxes they […]