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Have You Been Appointed Estate Executor? Five Mistakes to Avoid
March 24, 2023
Administering an estate can be a time consuming and complex task, often occurring during an emotionally difficult time.
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Wealth Transfer: Preparing the Next Generation
June 28, 2022
Before the younger generation rush for an armchair and cigar, the likelihood is a large number of these wealth transfers will fail because of a lack of financial planning, preparation and proper execution
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You Asked: Transferring Family Property to the Next Generation
August 4, 2022
In working with clients, we are often asked questions about cottage/cabin succession planning. One question that is commonly asked is: Can I sell the cottage to my kids for $1, or a value substantially lower than its fair market value (FMV)?
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147 Harrison Ave, P.O. Box 1950
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