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When Things Go Wrong In Estate Planning

in Blog
by Russell Sawatsky

A Family Let me tell you about a family and their estate. The family consisted of a widower, Charles, and his two adult sons, William and Harry.* Charles and his late wife had drafted mirror wills years ago. William, the elder son, was the estate trustee,...

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Russ Writes

  • This is Not a “Consumer Alert”: Tax on the Sole Survivor’s Estate
  • How Can Stock Picking Be Wrong When It Feels So Right?
  • Personal Finance and Stewardship for Low-Income Households
  • Case Study: Susan’s Retirement – RRSP vs. Non-Registered Investing
  • Making the Most of RESP Withdrawals: A Guide for Parents

Contact

Russell J. Sawatsky
Certified Financial Planner®
T: (519) 852-0318
E: russ@moneyarchitect.ca

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