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.
You’ve done the hard work to build an estate plan that protects your family, but did you know probate delays could leave your loved ones vulnerable? Learn valuable tips to help your executor and family pay expenses while waiting for probate.
Have you reviewed your beneficiary designations lately? Do those designations in your life insurance and financial accounts coordinate with your will? Learn 3 reasons why outdated beneficiaries can blow up your estate plan.
It’s Make a Will month in Ontario reminding us all on the importance of making a will. An expression of caring, a will outlines your intent to protect your loved ones. Here’s 3 reasons why you should prioritize this task as urgent.
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.
Are you a single senior feeling a bit lost in retirement? Learn how 4 key areas of focus can guide the creation of a retirement life plan so you can thrive in retirement solo and live independently longer.
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.
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.
In Canada probate fees, also known as estate administration tax, can be avoided if you’re smart when designing your estate plan. Learn how you can avoid probate fees.
Most of us want to age in our own homes with grace and on our terms.This article helps you identify when a support team is required and the resources available to help you age at home safely.
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