Archive for September, 2007

Estate Planning 101

Friday, September 14th, 2007

An estate plan is one of those things that we all know we should have, but few of us actually ever get to. Like backing up our computers, we figure well do it some day. But, because we procrastinate, we inevitably find ourselves in a situation where our hard drive ...

Estate Planning 101

Thursday, September 13th, 2007

An estate plan is one of those things that we all know we should have, but few of us actually ever get to. Like backing up our computers, we figure well do it some day. But, because we procrastinate, we inevitably find ourselves in a situation where our hard drive ...

Seniors Estate Transfers – Fear of Losing Money in the Markets

Friday, September 7th, 2007

As seniors think about setting up their Estate Plan, one of their concerns is the Fear of Losing Capital in the markets. Senior investors worry that their investment value could be washed away, if the markets fall, and as a result many Canadian Seniors invest in GICs or Guaranteed ...