Rob Taylor and Emily Rae hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment.
Click here to watch the recording.
Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....
Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....
Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....
What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....
If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....
Hopefully, your parents will stay physically and mentally healthy and not require your help. But if they ever do need your support, we’ve got a variety of ways you can help them with financial matters....
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....
Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....
If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....
When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...
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