Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, … [Read more...]
Estate Planning: How to keep the cottage in the family
Corporate shares; bond certificates; investment accounts and gold bars are representative of some of the assets created by a lifetime of work; but none carry the collective emotive of the Family cottage. The joyous memories perhaps across multi generations almost always result in … [Read more...]
What and When Is “Estate Planning”?
For many people it doesn't make sense to work a lifetime to accumulate assets; only to have at least 25% of much of their value confiscated at death or distributed otherwise than in accordance with their wishes. Hard work is what built this country. The desires to succeed; to raise a family; build … [Read more...]
Tuesday Talks with Brian Etherington: Trusts – A Significant Role in Passing on Wealth
Many parents and grandparents today are concerned about inter-generational wealth planning. Trusts can play a significant role in passing on wealth and/or corporate interests to the next generation(s) in a controlled and private manner. We found the following article "Why you may need or want to … [Read more...]