5 Key Steps for Retirement and Estate Planning in 2025 28 Mar

5 Key Steps for Retirement and Estate Planning in 2025

Cost of Care Calculator & Long-Term Care Options: By State 18 Mar

Cost of Care Calculator & Long-Term Care Options: By State

Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of Canadian seniors unable to leave their jobs. What can aspiring but anxious would-be retirees do? 13 Mar

Why “Unretirement” May Be the Fate of So Many Canadians

Inheriting a Registered Pension Plan can offer significant financial support, but it also comes with complexities and potential tax challenges. This post explores how RPPs are handled after death and provides strategies for navigating the process. 24 Feb

Inheriting a Registered Pension Plan: What You Need to Know

Finding the right will making software for your family situation can streamline the process and allow you to have everything in order for your heirs. These sites can help you create an affordable will online... 20 Feb

How to Create an Affordable Will Online: United States

Canada Pension Plan Embroiled in Long-Term Care Fiasco | Long-Term Care | Elder Care | Fraud | Estates Gone Wrong 18 Oct

Canada Pension Plan Embroiled in Long-Term Care Fiasco

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

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Don't Let Denial Delay Long-Term Care Planning | Curated Content | Elder Care | Estate Planning | Estates Gone Wrong 27 Aug

Don’t Let Denial Delay Long-Term Care Planning

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

Long-term Care Options & Accommodation Costs: Ontario 02 Jul

Long-term Care Options & Accommodation Costs: Ontario

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May

Passing Down Your Business to The Next Generation