Good Estate Planning Articles Below is a collection of what I consider good educational articles about estate planning. Estate Planning: When There Isn’t a Will… What is the Way? Creating a will can be an emotional experience, however not having one can cause greater emotional turmoil for those left behind…but according to a recent study, half […]
Portfolio Insurance for Estate Planning Investments When you invest in the stock or bond market, your are planning for a gain but there is also the possibility of loss. If your investment objective is to protect the capital and potentially pass the proceeds on to your beneficiary after your death, you may want to consider segregated funds. Segregated funds, offered by […]
The Value of Financial Planning Study I am a member of the Financial Planning Standards Council (FPSC®). It develops, promotes and enforces professional standards in financial planning through the Certified Financial Planner®/CFP® certification, and raises Canadians’ awareness of the importance of financial planning. FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. A study […]
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 […]
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 […]