by James Dietrich | May 1, 2019 | Blog, Charitable Gifting, estate planning, Family, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by James Dietrich | Apr 8, 2019 | estate planning, Family, individuals, life insurance, retirees
Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall...
by James Dietrich | Nov 29, 2018 | Blog, estate planning, Family, health benefits, individuals, RRSP, tax
Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to...
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