Estate Planning using Segregated Funds
By: Mike Plume Published on: 02/07/2024
In this blog we will look at how to simplify the task of estate planning using segregated funds and the advantages they can offer.
By: Mike Plume
Name a Beneficiary for all Investment Accounts
By: Mike Plume Published on: 01/03/2024
This 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.
Legal WIlls in Canada - part 2
By: Mike Plume Published on: 23/02/2024
Here is the second part on the topic of creating your last will and testament. For most people a will that is created with a will kit is completely adequate. Some people will take what they create to their lawyer for verification.
Navigating the Process: Crafting a Valid Will in Canada
By: Mike Plume Published on: 21/02/2024
Can I make my own will? Do I need a lawyer to make my will? Yes, you can create your own will. No, you don't need a lawyer, but in some cases it may be a good idea.