The Charity Capacity Gap
Although all registered charities can issue donation tax receipts, not all charities can handle significant estate donations or receive more complex assets.
What should estate donors look for in a charity? More…
Keeping the Family Cottage in the Family
Those planning to pass on the cottage to their children may not realize the potential tax bomb that awaits…more
Estate Planning for Private Businesses
One of the most valuable assets business owners have is their private company shares. When an owner passes away, much of the company’s value will be eliminated by taxes. A proper estate plan can reduce unnecessary taxes. More…
The Complete Puzzle: The Benefits of Bundling
The world is full of uncertainty, and many of us turn to life insurance to provide a safety net for our loved ones and ourselves. But sometimes life insurance is not enough to cover all of life’s uncertainties – like the financial need that an unexpected illness or accident can cause. Combining different types of insurance into one convenient bundle can give you and your family peace of mind knowing your needs are more fully covered…more
New Philanthropy
New Ideas for Philanthropy in Canada 2020
What if you were hit by a bus?
What if you were “hit by a bus”? Would your business survive in your absence? Would it continue to grow and even thrive? What about the people who depend on it for an income, or benefits? As a business owner it’s important to prepare for the worst and hope for the best. Corporate Insurance has an important role to play in your business. Read More…
Sparking Successful Conversations
A discussion on family business transition tools for talking about tough issues. Family business is a fun jam of the family system and a business system. Certified coach and author, Elaine Froese has experienced 40 years of growth in her family business. She’s coached many families through the emotional communications of courageous conversations and won 3 awards for her work. Filmed June 12, 2019
Shareholders Agreements
What happens if your business partner becomes ill, disabled, or even dies? Will your business survive? What about their family? Watch this video to learn about the importance of Shareholders Agreements.
Why You’re Never Too Young to Secure Your Future
We cannot foresee the future. Your child’s health, lifestyle and career choices later in life may make them uninsurable or subject to higher premiums, but by locking in their insurance rates at an early age for the coverage purchased in childhood, and locking in their health status for future optional insurance purchases, such obstacles can be eliminated altogether and provide them with coverage for life. More…
50% of Canadians don’t have a Will
When famed singer-songwriter Aretha Franklin died, no one could find her will. Her lawyer had urged her to get one completed, especially once she received her pancreatic cancer diagnosis, but she never followed up.
While most Canadians won’t leave as large an estate as Aretha’s, they will probably still have something to leave for their beneficiaries. Regardless of the size of the estate, with no plan in place and no will for direction, the administration of an estate leads to a messy and costly outcome… Read More