Estate Planning

Here’s what retirement means to you

TD asked what retirement meant to you, and thousands answered. It’s not just about withdrawing from your occupations. It means freedom, financial security and the ability to travel, say Canadians. Read: 5 risks to retirement income “It’s important to take the time to define what retirement means for you: it helps you get started on […]

By Staff |October 23, 2012

1 min read

Estate Planning

Are your clients ready to buy a home?

Your clients have been approved for a mortgage, but you’re not sure they’re ready.

October 23, 2012

2 min read

Estate Planning

Debt and taxes

A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and taxes when a loved one passes.

By Tim Brisibe |October 22, 2012

3 min read

Estate Planning

5 must-have convos with homebuyers

Discuss emergency funds and contingency plans. Emergency funds should cover between three and six months of living expenses.

October 18, 2012

1 min read

6 ways to trim a tax bill

Several provinces are cash-strapped, and are looking to collect more tax. Here are some tax considerations that could save your clients thousands. Discuss each as part of your year-end planning meeting.

By Francys Brown |October 15, 2012

4 min read