Tag: help with estate planning

Stop Risking Your Family’s Future – Part 2

Let’s look at the steps you need to take for your action plan. You can read my first part of this series here. You need to cover the unexpected and inevitable surprises that life throws your way. I have identified these steps everyone must take to protect…
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Your Estate Planning To-Do List

Get tips for your own estate planning to-do list this Sunday, June 5, 2011, 9 a.m. – 10 a.m. EST. Tune in to Zoomer Radio AM 740. Join me on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. We will discuss what…
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How Estate Smart Are You? Part 2 of 2

Welcome to Part 2 of How Estate Smart Are You? Test yourself by selecting True or False for each question. Read the answers below. 6.     I can change my will by initialling the changes on the original documents. True □  False □ 7.     My spouse…
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Are You Estate Illiterate?

Have you heard of the Task force on Financial Literacy? (www.financialliteracyincanada.com) It describes the need for lifelong learning when it comes to Canadians and their money.  But what does it say about what happens to your money and family when you are gone? The Task Force released…
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