A dream is only a wish without a proper plan in place. Begin planning for your secure financial future today and make your dreams a reality tomorrow.
We’re here to help you make that happen.
Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs. A testamentary trust is generally a trust or estate that is created the day a person dies. Commonly, these trusts…
Many of my clients own real estate in addition to their investment portfolios. Other people invest almost exclusively in real estate. With the exception of a principal residence, upon the sale, transfer or deemed disposition on death of real estate,…
The Cascading Life Insurance Strategy If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance. How does…