Jun 27
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
I was asked a few weeks ago during a seminar to a lawyer’s group about changes one of the attendees had heard of that made incorporating a lot less attractive than was previous the case. After looking around and consulting with some of my financial planner friends, I have not seen any significant developments in this area. Read more
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
Most Wills are designed to distribute your estate to your heirs as simply as possible and to plan against a number of different contingencies. Unless some of the heirs are children or young adults, most Wills merely instruct the executor to pay the debts, tidy up your estate and then write cheques to your heirs. Read more
$500 plus GST
Colin S. Ritchie 