Why Probate may be a good thing!


Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate fees or the estate administration tax.  The reason is simple, in Ontario, probate fees are 1.5% of the estate over $50,000.  This fee is applied to assets that are transferred […]

COVID-19 and the Essential Family Conversations You Should be Having


COVID-19 has brought family planning and care issues to the forefront for many families as concerns for their loved ones and their economic well being have become top of mind.  Everyone’s life has been impacted, regardless of age. As a result, families realize they should focus more on these concerns, but are often unsure where […]