Estate Planning

Transferring estate freeze assets Fallback Image Decorative pattern

Estate Planning

Transferring estate freeze assets

Pros and cons of transferring company shares.

By Caroline Rheaume |September 25, 2012

3 min read

Passing down patents Fallback Image Decorative pattern

Estate Planning

Passing down patents

Assets such as trademarks and patents can hold considerable value. Protecting your ownership of intellectual property can ensure your successor’s competitive edge.

By Patricia Harris |September 24, 2012

2 min read

Baby boomers don’t want modest retirements Fallback Image Decorative pattern

Estate Planning

Baby boomers don’t want modest retirements

Over half of baby boomers (57%) would rather work longer so they can maintain their current lifestyles as they enter retirement, finds a CIBC poll. Further, 24% plan to carry debt into retirement. Of those, 80% will carry debt throughout their entire retirement. This suggests they have no immediate plans to pay it off, and […]

By Staff |September 21, 2012

2 min read

Why retirement’s now a moving target Fallback Image Decorative pattern

Estate Planning

Why retirement’s now a moving target

There was a time when age 65 symbolized the finish line for one’s working life. A point where people dropped out of the rat race, traded their Oxfords for slides, and looked forward to engaging in leisure pursuits. But changes to CPP and OAS pension deadlines for late Boomers and early Generation X-ers is altering […]

By Staff |September 18, 2012

1 min read