by Denis Bugeja | Jul 3, 2023 | blog, Estate Planning
Executors often find that the probate process can be both time-consuming and expensive. Planning strategies exist that may eliminate or reduce the requirement of having assets probated. What is probate? Probate is a legal procedure that validates a deceased’s will and...
by Denis Bugeja | Mar 9, 2023 | blog, Business Owners, Estate Planning
In the planning of their estates, most parents might prefer to leave their assets in equal shares to their children. Often, the only complication in this scenario could be how to divide up the family home. For owners of a family business, however, the concept of...
by Denis Bugeja | Nov 1, 2022 | blog, Estate Planning
Prior to the pandemic, the projected deficit for 2020 was estimated to be $20 billion. As a result of Covid-19, the actual deficit in Canada rose to over $300 billion. In 2022, due to pandemic emergency spending being eased the deficit has fallen significantly BUT...
by Denis Bugeja | Jul 6, 2022 | blog, Estate Planning, Family
Avoid Disinheriting Your ChildrenIn today’s family, it is not unusual for spouses to enter a marriage with children from previous relationships. Parents work hard at getting these children to functionally blend together to create a happy family environment. Often...
by Denis Bugeja | Feb 1, 2022 | blog, Estate Planning, financial planning, Investment
Having Your Cake and Eating it Too: Seg Funds in an Uncertain Market Investing in an uncertain stock market is not for the faint of heart. However, fortunately for Canadians, Segregated Fund products offered by many life insurance companies provide a safety net for...
by Denis Bugeja | Jan 1, 2022 | blog, Estate Planning
Pay Attention to Your Beneficiary Designation It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate – the default choice Many...
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