Estate Planning as a Career

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 is fried or a virus has wiped out all of our data. So too, is the situation with estate planning sometimes we wait until its too late and our relatives or the courts decide how our belongings will be distributed.

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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 is fried or a virus has wiped out all of our data. So too, is the situation with estate planning sometimes we wait until its too late and our relatives or the courts decide how our belongings will be distributed.

(more…)

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 Investment Certificates.

The fear is accentuated if they are giving a bequest. They naturally wish that their hard work in saving and growing the money, will last a long time into the future, (more…)