By: Mike PlumeIn this blog we will look at the importance of naming a beneficiary for all investment accounts, especially important for business owners.
By: Mike PlumeIn 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 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.