By: Mike PlumeIn this blog we will look at the efficient, streamlined transfer of wealth using segregated funds and their ability to bypass probate, offer creditor protection, etc.
By: Mike PlumeIn this blog we will look at the advantages of both segregated funds and mutual funds, with focus on the estate planning aspect and naming beneficiaries.
By: Mike PlumeThis blog covers the importance of having a beneficiary named for all of your accounts, especially non-registered or open accounts. Banks cannot do this for non-registered accounts, only insurance companies are able to.