Archive for September 7th, 2007

07 09 2007

Seniors Estate Transfers - Fear of Losing Money in the Markets

Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog Carnival

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…)

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