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BNN Estate Planning Video Series

Recently BNN produced an informative three part interview series covering a range of important topics on the subject of estate planning. We have linked them below. Please take a listen and we hope you enjoy it.
As always, if a question arises or topic of interest presents itself please give us a call.

Click to watch video Preparing an estate plan

Click to watch video Estate planning: Gifting money and insurance

Click to watch video Estate planning: Power of attorney and reducing taxes

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A Handy Way to Save Tax: Insure Your Kids

A unique but often overlooked strategy!
This planning strategy has emerged in our work lately and is proving to be significant as a way to forgo tax pressure and move wealth to the next generation. This is especially the case so in light of the tax changes the federal government is putting forward. If it strikes a cord, let’s have a conversation as it relates to your planning. View Article
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Dr. Tom Deans with Peter Richards

On March 27, 2017 Peter Richards hosted an event about inter-generational wealth planning with the renowned speaker Dr. Tom Deans at the London Hunt and Country Club. Tom sat down with Peter before the event. Please listen to what Tom had to say.

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