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Estate Planning

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Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Should you consider using joint accounts to avoid probate?

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Using life insurance to leave your kids an inheritance

Like a reverse mortgage, you would borrow against the policy’s cash value. When you pass away, the loan is...

Using life insurance to leave your kids an inheritance

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Planning for an inheritance

Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in...

Planning for an inheritance

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What is wealth insurance?

Charles wants to know if he should consider buying wealth insurance in order to maximize the after-tax value of...

What is wealth insurance?

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Estate Planning

Find a fee-only planner in Saskatchewan

Fee-only planners in Saskatchewan.

Find a fee-only planner in Saskatchewan

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