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Category: Finance

Preparing your heirs for wealth

October 1, 2017blog, FinanceEstate Planning, Executor, Executrix, Final Taxes, Probate, TaxDenis Bugeja

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately though, this way of thinking can leave your beneficiaries in a decision-making vacuum: an unnecessary predicament which can be avoided by facing your own mortality and making a plan.

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The Duties Of An Executor

September 1, 2017FinanceDenis Bugeja

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good idea for a testator to make his or her choice wisely, and for someone who is asked to be an executor to investigate and review exactly what the job entails.

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Donating to Charity Using Life Insurance

August 1, 2017blog, Estate Planning, Finance, ProbateEstate Planning, Executor, Executrix, Final Taxes, Probate, TaxFinancial Tech Tools

If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose.  There are different ways you can structure life insurance for use in philanthropy. 

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The Duties Of An Executor

July 1, 2017blog, Estate Planning, Finance, ProbateEstate Planning, Executor, Executrix, Final Taxes, Probate, TaxDenis Bugeja

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good idea for a testator to make his or her choice wisely, and for someone who is asked to be an executor to investigate and review exactly what the job entails.

Read More

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Contact Us

DPB Insurance and Financial Services

305 Lakeshore Road E, Suite 3
Oakville, ON
L6J 1J3
Phone: 905.829.3019
Toll free: 1.866.811.2711
Fax: 905.829.3088
Email: denis@dpbinsurance.com

Recent Articles

  • Who Should Own My Life Insurance?
  • Stop Living Paycheque to Paycheque and Start Living
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 5 Top Financial Planning Strategies For Small Business Owners

About

Established in 1992, our boutique style company is based on the relationships we form with you-our clients. With your input, we can create your very own customized products. Insurance can be a very daunting task, that’s why we work on your behalf to find the best insurance plan and financial options. At DPB we believe that our success lies in meeting and anticipating our clients’ needs while providing financial security and peace of mind in knowing that no matter what happens, you and your loved ones will be taken care of.
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