Category Archive for: ‘Estate Planning’

Get The Right Insurance for YOUR Stage of Life

Understanding The New Wealth Surtax2

Protect What Matters Most. (click here) WHEN YOU WERE GROWING UP, your parents probably told you to look both ways before crossing the street, eat your vegetables and brush your teeth before bed. This wasn’t to make your life less fun, but to help make sure you were safe and healthy. Now, as an adult, you want to make sure …

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Do you think Estate Planning isn’t for you? Think again. Here are some pitfalls to avoid.

Signing Testament

To say estate planning can be problematic is a gross understatement. Administering an estate can be compared to undertaking a renovation—it’s almost guaranteed something will go wrong. It can be relatively minor, or land the estate in court and cause irreparable harm to family relationships. Most problems can be avoided or minimized and managed via good planning. This involves more …

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Ensure you don’t run out of money before you run out of breath!

Webpension

Shortly after my great-uncle and great-aunt retired, they came up with what seemed like a foolproof plan. They would take the modest pension that my Uncle Jim had accumulated since emigrating from Scotland, sell their house, and say goodbye to brutal Lake Erie winters forever. As my Aunt Mary told my parents, they intended to spend “the last few years …

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