The Pros & Cons of a Do-It-Yourself Will
We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will?
We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will?
Intra-family loans as an income-splitting strategy. Solutions For Financial Planning, Winter 2020
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
Applying for life insurance isn't exactly simple, but it shouldn't be scary either. We've outlined exactly what you can expect when pursuing a new policy.
In 2019 the average person planned on spending about $1,047.83 during the holiday season. A silver lining this year? You might spend much less due to COVID-19.