Advisor to Client

Financial Planning

Get a new perspective on cash flow planning

If you don’t have a written cash flow plan, get started by gaining a new perspective.

January 20, 2014

2 min read

Financial Planning

Should you put your cottage in a trust?

Putting the family cottage in a trust could preserve it for future generations and keep the family peace.

By Dean DiSpalatro |January 17, 2014

2 min read

Tax

Are you subject to U.S. estate tax?

Whether you owe U.S. estate tax depends on your answers to two questions.

By David A. Altro |January 17, 2014

3 min read

Investing

Invest in what you know

Are you able to explain your investment thesis in three sentences? You should be.

By Susy Abbondi |January 17, 2014

3 min read

Financial Planning

Conversation starter – Should you put your cottage in a trust?

Ask your client, “Who’s inheriting the family cottage?”

January 17, 2014

1 min read

Tax

Conversation Starter – Preparing a PoA for Personal Care

Ask your client, “Have you considered preparing a personal care PoA?”

January 17, 2014

1 min read

Tax

Preparing a PoA for Personal Care

Mitch Childs knows from experience that, like his clients, you’re reluctant about drafting a will — that includes a living will, also known as a continuing power of attorney for personal care.

By John Lorinc |January 17, 2014

5 min read

Tax

Can you leave the kids your pension?

Estate planning and tax planning usually intersect. This can have significant property and tax implications for the naming of non-spouse beneficiaries on registered plans.

January 17, 2014

3 min read