Advisor to Client

Conversation Starter – Preparing a PoA for Personal Care Fallback Image Decorative pattern

Tax

Conversation Starter – Preparing a PoA for Personal Care

Ask your client, “Have you considered preparing a personal care PoA?”

January 17, 2014

1 min read

Conversation starter – Should you put your cottage in a trust? Fallback Image Decorative pattern

Financial Planning

Conversation starter – Should you put your cottage in a trust?

Ask your client, “Who’s inheriting the family cottage?”

January 17, 2014

1 min read

Preparing a PoA for Personal Care Fallback Image Decorative pattern

Tax

Preparing a PoA for Personal Care

Mitch Childs knows from experience that, like his clients, you’re reluctant about drafting a will — that includes a living will, also known as a continuing power of attorney for personal care.

By John Lorinc |January 17, 2014

5 min read

Can you leave the kids your pension? Can you leave the kids your pension?

Tax

Can you leave the kids your pension?

Estate planning and tax planning usually intersect. This can have significant property and tax implications for the naming of non-spouse beneficiaries on registered plans.

January 17, 2014

3 min read