RESP Funding Strategies
Many affluent Canadians take advantage of RESPs (Registered Education Savings Plans) to fund their children’s future education expenses. These accounts have tax advantages and can help preserve wealth. When an RESP is opened, there are typically two approaches when it comes to funding the account: a lump sum contribution or maximizing annual contributions. This informative […]
Four Common Estate Planning Myths (And Why They’re Not True)
Sometimes, it just seems easier to put off life and legacy planning for another day. The thing about an estate plan is that you never know when you might need it. Here are some common myths that get in the way of starting a life and legacy plan.
Duties of an Executor
When completing your will, you will need to name an executor. They will be responsible for making decisions on your behalf after you pass away. It is a challenging decision and the role comes with a lot of responsibility. This video outlines the primary duties they will fulfill after you pass.
Considerations When Choosing Guardians
When completing your will, one of the hardest decisions can be choosing guardians for your children. This infographic covers the things you need to consider for making this big decision.