Archive

You could be taxed on Capital Gains Distributions you receive in December regardless of when you bought the mutual fund. Doesn’t really seem fair?! This doesn’t happen with a seg fund.

When power of attorney is not enough, guardianship could be the answer. Two powerful tools to assist a loved one in many ways, including an estate plan.

We take a close look at what the fees are and how they work and how they compare to fees associated with other investment options.

Using Corporate owned life insurance can be an excellent strategy to pay out Corporate dollars to share holders tax free by utilizing the Capital Dividend Account. It save a bundle in taxes for pennies on the dollar.

Special guest Cathy Nagy of Cathy Nagy Psychology talks about the psychological issues surrounding conversations about money between parents and children and the psychology that is part of the probate process.

A celebration of pickles and lots of listener mail.

Follow up to The Bare Trust….discussion on the use of multiple Wills as a planning strategy.

Returning guest Andrew Munro, of Clapperton Munro Law, talks about using a Bare Trust to avoid the probate on the house and/or cottage.

Chip Barkel is an expert when it comes to helping seniors with their real estate needs. He talks about his team of experts and all of the services they provide to make real estate simple and suited to your specific needs.

Assuris has your back….and the backing of the insurance industry. They are there to protect your investments. The President and CEO, Paul Petrelli explains how it works.