Tag: making a will

Key Life Events Bring Estate Planning Needs into Focus

In its Executive Summary, the Canadian Task Force on Literacy states, “…financial literacy is an essential skill acquired through lifelong learning…” EXECUTIVE SUMMARY AND RECOMMENDATIONS Canadians and Their Money Building a brighter financial future Part of that requires everyone to have some estate literacy. This creates those…
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Do You Know Why Clients Do Not Make Wills?

The answer may be no one has sold them one.  It’s a difficult sales job. Perhaps estate advisors need to do a better job marketing and educating clients about wills? The starting point may be to give people more persuasive and easy-to-understand information. When it comes to…
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