Estate planning made simple

Matt Rocco
Life and Health Insurance Advisor · Signature Financial Group · Burlington, ON
For many Canadians who are “house rich but cash poor,” taking out a reverse mortgage has been an increasingly popular option. Borrowing against home equity provides a source of cash flow that can be u
Matt Rocco
Life and Health Insurance Advisor · Signature Financial Group · Burlington, ON
Young parents have a lot to consider when they’re planning for their family’s future, and will turn to life insurance to protect themselves from any potential financial hardships. What they may not ha
Matt Rocco
Life and Health Insurance Advisor · Signature Financial Group · Burlington, ON
For families that live under a single-income household, the question they ask is “what will happen to us if that income suddenly disappears?” If the income provider passes away, the surviving parent w
Matt Rocco
Life and Health Insurance Advisor · Signature Financial Group · Burlington, ON
It’s common knowledge that lying on an insurance application can carry some serious ramifications. We know it’s important to remain truthful, however it’s not always clear what those serious ramificat
Jordana Talsky
Lawyer and Principal · C’est la Vie Estate Law · Toronto , ON
I had the pleasure of being a guest on Teri Hart's great podcast, The Hart of It All. Over two podcasts, we covered a lot of ground, discussing wills, estate planning, probate and powers of attorney.
Soradin
What Is Probate and Why Every Canadian Family Should Understand It There is a word that comes up in almost every estate planning conversation that most Canadians have never thought about until they a
Soradin
What a Financial Planner Actually Does in Estate Planning — And Why Most Canadians Are Missing This When Canadians think about estate planning, they think about a lawyer. Draft a will, sign some docu
Soradin
Wills, Trusts, and Funeral Pre-Planning: What They Are and Why You Need All Three. Let's be honest. Most people put off estate planning because it feels complicated, uncomfortable, or like something
Lee Davidson
Advanced Planning Director · Providence Funeral Homes · Penticton, BC
An often-overlooked part of your plan Funeral and estate planning is one of the most important and caring things you can do for your family and loved ones. Dealing with legal professionals, funeral
Desmond Dockree
Managing General Agent · AO Globe Life · Burlington, ON
If your income disappeared tomorrow… would your family be okay?
Soradin
Nobody likes to think about what happens when they're gone. It's uncomfortable, emotional, and easy to put off. But estate planning isn't really about death. It's about the people you love, and making
ALEXANDER Potter, CFP®
Certified Financial Planner · Sword and a Shield Wealth Insurance · VANCOUVER, BC
The Quiet Cost of Avoiding Financial Conversations Some financial problems start with bad decisions. Many more start with conversations that simply never happen. In working with business owners and p
ALEXANDER Potter, CFP®
Certified Financial Planner · Sword and a Shield Wealth Insurance · VANCOUVER, BC
Why DIY Financial Planning Breaks Down When It Matters Most Most golfers look great on the driving range. That’s not where rounds are lost. Money works the same way. This post examines why DIY finan
Soradin
Most people hear the words "estate planning" and assume it is something only wealthy people need to worry about. The truth is estate planning is for everyone and putting it off is one of the most comm
William Peters
CEO · Peters Wealth Management & Insurance Solutions · Kelowna, BC
The six key elements for a comprehensive financial plan should include, but not limited to: Cash Flow, Debt, Education Planning, Wealth Management, Insurance, Tax, Retirement, and Estate Planning.
William Peters
CEO · Peters Wealth Management & Insurance Solutions · Kelowna, BC
Beware of online offers when looking for Insurance products. When products are offered: Guaranteed, For as Little", with no medical, it is likely Creditor protection, or post claims underwritten. This
Lee Davidson
Advanced Planning Director · Providence Funeral Homes · Penticton, BC
"I Can't Believe We Didn't Do This Sooner" I have a very interesting job. I work in the funeral industry as an Advanced Planning Director. I get to speak with families about setting up their funer
Soradin
The 4 Professionals Every Estate Plan Should Include Many people believe that once they have written a will, their estate plan is complete. In reality, estate planning involves several different area