Category Archive: Estate Planning

Permanent link to this article: http://advantagewealthplanning.ca/fee-for-service-financial-planner/

Jun 25 2012

What If You Die Without A Will

What If You Die Without A Will

What If You Die Without A Will  If you do a search for “what percentage of people don’t have a will”, you’ll find it’s well over 50%. As a certified financial planner (CFP), I remind my clients to get this important document in place and make sure to update it whenever there is a significant …

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Permanent link to this article: http://advantagewealthplanning.ca/what-if-you-die-without-a-will/

Feb 24 2012

Family Meetings Simplify Estate Planning

Family Meetings Simplify Estate Planning This author recommends ” Family Meetings Simplify Estate Planning” as an easier way to handle estate planning.  Many people ask, “How do I talk to my parents about estate planning and encourage them to take the necessary steps?” This book shows them how to hold a family meeting and how to …

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