Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Grief isn’t just about the initial loss. It’s also about the secondary losses that may go unnoticed but add to the impact of the initial loss. Wondering how you can help... what NOT to say or do? Find out how to help support someone in navigating the financial aspects of a loss… 24 Dec

Grief Support: Navigating The Financial Aspects of Loss

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec

Have You Built Charity & Philanthropy into Your Estate Plan?

Most succession plans have been largely framed on giving the assets to the farming children while using life insurance and/or estate-based gifts for non-farmers, but succession planning has evolved into much more now says a farm business and succession advisor. 18 Nov

Fair versus Equal: Succession Planning & The Family Farm

Increasing Financial Stress Leads to Lack of Estate Planning 04 Nov

Increasing Financial Stress Leads to Lack of Estate Planning

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

It may be overwhelming to think about now, but asking the right questions will help you think through your plans. Here are some tips to help you manage your new inheritance.  23 Sep

Tips for Managing an Inheritance: Ask The Right Questions

Texas woman, 40, squandered $250K inheritance on travel and ‘fancy dinners’ — how she turned things around... 13 Sep

Texas Woman Squandered $250K Inheritance

With offices in Rochester and Bloomfield Hills, we’re proud to serve families throughout Michigan. Prefer virtual? We offer video consultations for estate planning, so you can plan from the comfort of home. 10 Sep

Rutkowski | Asset Protection & Estate Planning | Michigan

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep

Sholdice Financial Services | Estate Planning | Brussels Ontario

Have you recently inherited a house that’s completely paid off? Congratulations! But before you start celebrating, it’s essential to understand what comes next. This video will give you a clear picture of what to expect and how to navigate the process. 12 Aug

Inheriting a House That’s Paid Off: What You Need to Know!

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug

Net Family Property (NFP) in Ontario: A Complete Guide