No Will, No Power: Your Family Deserves Protection and Clarity
November marks Make a Will Month. In this month’s article we share a client story about the costs of not having a will – and how creating one is a simple, powerful act.
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Why Estate Planning Matters: Peter’s Final Chapter
This month’s article is about Peter, a 91 year old palliative care patient, and how compassionate community providers helped him find a lawyer and executor to get his affairs in order in his last weeks of life.
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Property Ownership Assumptions That Can Derail Your Estate Plan
How your jointly owned property is registered on title determines how it’s distributed upon your death. Joint tenancy vs tenants in common is often confused. Arlene’s story reveals the unintended consequences of the wrong title registration.
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Hidden Wealth: Is Your Family Missing Out on Unclaimed Assets?
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
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Thanksgiving Reflections: Embracing Gratitude and End of Life Planning
End-of-life planning is a gift to yourself, offering you comfort and peace in your final days, and a gift to your family as they prepare for life without you. Learn 3 areas to consider when building your personal plan.
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How to Build an Exceptional Estate Plan
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
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Penny Wise, Pound Foolish – The High Cost of Avoiding Estate Planning
Are you setting the stage for significant financial and emotional costs by not having an estate plan? Creating one may seem daunting and expensive, but avoiding it can cost more. Learn 3 costs of not having an estate plan.
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Advance Care Planning – A Lifeline for Your Family
Advanced Care Planning helps you prepare for a serious illness or emergency with wisdom and compassion. Learn how it’s a lifeline for your family and assurance to you that your voice will be heard when you can’t speak for yourself.
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Decluttering is a Powerful Tool for your Estate Planning
Discover how purging your physical and digital spaces leads to informed estate planning. Make room for what matters most. Learn about 5 benefits of decluttering to build a plan that streamlines estate settlement and protects your family .
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Bill Payments | Daily Money Management | Document Organization | Seniors Health & Wellness | Wills & Estates
Why Joint Accounts with Adult Children is Risky Business
Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.
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