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Estate Planning


Talking to your family about estate planning now can save trouble later after you're gone.
Estate planning: 10 things you need to know

Many Canadians haven’t taken the most basic estate planning step which is writing a Will. They should. Without a Will, your estate...

2012/04/13 18:00:00
When seniors are considering the sale or transfer of the family home, get the decision in writing so that there is no misunderstanding or hard feelings later.
Family heartache as estate battle ends up in court

When it comes to estate planning, parents and grandparents often assume everyone knows what they want and will abide by their wishes when...

2012/02/26 18:00:00
A little bit of foresight can make it far easier to manage a parent's estate at an emotional time when nothing is easy.
Estate planning: 4 lessons from my Dad's death

On January 31 my nearly 90-year-old Dad died. It ended a journey which started in England, took him to India for his school years, into...

2012/01/29 18:00:00
Rona Birenbaum of Caring for Clients speaks to an associate at Queensbury Securities.
Financial planning: Facing the final facts

Cynthia is 63 and has a terminal illness. When she was diagnosed last April, she sold her Toronto townhouse and cleared about $570,000. She...

2011/11/28 14:38:00
Why you need a Power of Attorney

Last week I wrote about the importance of updating your will after major life events . Another important consideration is choosing a...

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