Many people can’t see how much income or savings they’ll need to make ends meet in retirement, but if someone can point them in the right direction, they might just hit the target.
Author: Peter Richards
Losing a Fortune Often Comes Down to One Thing: Family
One of Frances Stroh’s earliest lessons about wealth involved a game she
played as a 6-year-old with her father: how to not be kidnapped.
In-N-Out Billionaire Lynsi Snyder Opens Up About Her Troubled Past And The Burger Chain’s Future
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
Family Meetings Emerging as a New Facet of Financial Planning
Coalition for Small Business Tax Fairness
As part of our CALU association we have received a letter that has been sent by the Coalition for Small Business in regards to tax fairness and passive assets to the office of the Honourable Bill Morneau. Enjoy the letter furthering the concern for the proposed passive investment rules as the budget implementation is currently making its way through House.
Coalition-for-Small-Business-Tax-Fairness-May-2018-letter-on-passive-investment-income
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
