Investing on a consistent basis
Creating an investment portfolio today to help fulfill your dreams for tomorrow can seem difficult at times, especially when every day brings the reality of utility... Read more.
Things to Consider About the Distribution of Your Will
Whether your children are younger or older there are a few things to be considered about how your estate will be distributed to them. Read on about how the distribution... Read more.
Are you leaving assets to a disabled dependent?
If you are leaving assets or inheritance to a disabled child or individual and you would like them to still be eligible for government benefits, something that should... Read more.
Common Disaster Clause for Couples
Known as a common disaster clause, couples should ensure that their residual estate passes to the surviving spouse only after the testator has survived for a specified... Read more.
Accumulation Annuities (AA’s) vs. Guaranteed Interest Certificates (GIC’s)
Accumulation Annuities (AA’s) are an often over looked Estate Planning or Small Business Planning tool. They are an insurance industry guaranteed investment product... Read more.
The widow of the late Nelson Mandela
The late South African leader, Nelson Mandela, left behind a legacy and an estate amassing $4.6 million (South African rand) for his loved ones. First off, his family... Read more.
Whitney Houston’s Last Will under scrutiny
Forbes Magazine reported earlier this month that Whitney Houston’s Will was being challenged in court by none other than the late singer’s own mother and sister-in-law,... Read more.
What is a Power of Attorney and a Living Will?
Clients often ask us about the differences between Living Wills and Power of Attorney documents. Both are legal documents that should be included in everyone’s... Read more.
Learn about Succession Planning from…Archie Comics?!
Succession planning isn’t something you expect to learn about from Archie comic books. ... Read more.