Financial Planning

All about foundations

One of the most innovative, flexible, and efficient ways to give back is by establishing a charitable foundation – either through your will or while you’re alive to run it before handing the duties over to your heirs.

By Staff |December 2, 2014

3 min read

Financial Planning

Alzheimer’s and your finances

Common signs of diminished capacity and tips for advance planning

By Elaine Blades |November 26, 2014

2 min read

Financial Planning

Can you take a working tax holiday? Part 1

Working abroad can provide both career building and adventure. But Canadians moving to certain exotic locales can also take a tax holiday.

By Jessica Bruno |November 26, 2014

4 min read

Financial Planning

Planner: Charitable giving options

Here are some ways to help clients connect the dots about different approaches to charitable giving.

November 25, 2014

3 min read

Financial Planning

Presentation: Donor-advised funds

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Donor Advised Funds. The presentation is in a Word file to simplify customization of our content to your clients’ needs (there is no PowerPoint).

November 25, 2014

3 min read

Financial Planning

Presentation: Charitable foundations

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Charitable Foundations. The presentation is in a Word file to make it simpler to customize the content to your client’s needs (there is no PowerPoint).

November 25, 2014

2 min read

Financial Planning

Client email – Follow up on charitable giving discussion

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

November 24, 2014

2 min read

Financial Planning

Don’t do DIY wills

To avoid unwanted stress on your family after your passing, you must have a will in place before you die or become mentally incapacitated. But not just any will does the job.

By Staff |November 18, 2014

2 min read

Financial Planning

No will, many obstacles

The financial issues associated with dying without a will begin almost immediately.

By Staff |November 18, 2014

2 min read

Financial Planning

Worksheet: Factor tax in real estate investing

Tax is a big concern when investing directly in residential or commercial properties. Rates can vary considerably depending on property type and location, so be sure to factor those costs into your buying decisions.

November 12, 2014

1 min read

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