Skip to content

Posts from the ‘Insurance’ Category

Long Term Care Insurance – Lifetime Protection For When You Can’t Protect Yourself

Although I had about 57 other topics in mind for this blog, sometimes events take on a life of their own.  Mere moments before I was set to begin the creative process, I received some information from a friend in the field about significant changes to the Sun Life Long Term Care (“LTC”) coming as soon as September.  Read more

The Hidden Pitfalls of Bank Mortgage Insurance or “The Devil Really Is In the Details”

Before starting my own legal and fee-for-service financial planning practice, I worked for a major Canadian insurance company for about 9 years and learned more about life insurance than I thought was humanly possible.  Read more

Trust Wills and Tax Savings

I’ve already expanded on some of the other reasons people might want to set up trust for their heirs rather than providing them money or other assets directly in my June newsletter.  Sometimes, the tax savings may be the only reason for leaving things in trust.  Read more