Latest Post in Estate Planning
Estate Planning Checklist

Thinking about death and putting off planning your estate — one is difficult and the other is very easy. If they remain ignored, death or...

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Why You Need an Estate Plan

Posted 24 Feb 2015 by Rick Irwin, CFP, CLU

One of what I consider to be the most important aspects of my job is...

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Why do I need a Will?

Posted 02 Dec 2014 courtesy of Invesco

Anyone with support or dependency responsibilities to a spouse, partner, or children should have a...

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Should you accept the "Executor" Role?

Posted 28 Oct 2014 courtesy of Invesco

At some point in your lifetime you may be approached by a friend or a...

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Trusts for Small Business Owners

Posted 29 Sep 2014 courtesy of Invesco

The trust has existed under common law for centuries and can be devoted to a...

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New Parenthood & Your Finances

Posted 09 Sep 2014 by Rick Irwin, CFP, CLU

The birth of your baby is the ideal time to review your insurance policies, your...

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Choosing a Guardian

Posted 18 Aug 2014 courtesy of Invesco

Writing out what is important to you in child rearing can help you better determine...

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Signs of Financial Abuse

Posted 29 Jul 2014 by Natalie LeBlanc

When you spend your lifetime building up your wealth, the last of your worries should...

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Do You Need a Power of Attorney?

Posted 03 Jul 2014 courtesy of Dynamic Mutual Funds

According to the Alzheimer's Society of Canada, over 450,000 Canadians over 65 are suffering from...

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Your Estate and its Future

Posted 06 Jun 2014 courtesy of TD Asset Management

Many Canadians delay preparing a simple estate plan – let alone one that strategically protects...

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Digital Estate Planning

Posted 06 Jun 2014 by Natalie LeBlanc

Changes in the way we use technology to manage our lives, means changes in the...

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The "Gift" of your Funeral Bill

Posted 06 Jun 2014 by Melissa Allan

In my line of work, I deal with death and illness a lot. The fact...

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Bypassing Probate

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

Probate is a court procedure for “proving a will”, essentially establishing that it is the...

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Planning Funeral Arrangements

Posted 06 Jun 2014 courtesy of Dynamic Mutual Funds

My stepmother recently lost her dear old Aunt after a long illness. As the closest...

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Charitable Giving

Posted 06 Jun 2014 by Melissa Allan

Charitable giving has become increasingly popular in Canada within the last decade. Many people are...

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Permanent Life Insurance

Posted 06 Jun 2014 by Melissa Allan

There are not many guarantees in life but participating life insurance is built...

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Intro to Estate Planning

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

As you journey through the various stages of life, considerable time and energy is spent...

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