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