Year-End Financial Checklist

Year-end lists are ubiquitous but that does not mean they are not useful. If you think you need to do something about your finances before the end of the year but aren’t sure what, maybe something on this list will be of help.   Contribute to Your...

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Children: Trusts and RESPs

AN INTRODUCTION TO ESTATE PLANNING – PART 3.2 In my last post, I discussed the importance of naming a guardian in your will, someone who will take care of your children if you die before they are old enough to take care of themselves. Another item...

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