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...

Read more

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... Read More

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... Read More

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... Read More

Charitable Giving

Posted 06 Jun 2014 by Melissa Allan

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

Permanent Life Insurance

Posted 06 Jun 2014 by Melissa Allan

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

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... Read More