Succession & Estate Planning

By Yisroel Sandel on June 02, 2017

At a time when many baby-boomers are planning their retirement, the preservation and eventual transfer of your family assets are becoming a major concern. Estate planning aims to minimize the…

Succession planning tips for small-business owners.

By Yisroel Sandel on May 02, 2017

Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss,…

Make a will…

By Yisroel Sandel on April 02, 2017

I recently read about someone who was relatively wealthy person, married, had 3 kids and was in his early 40s. His intention was to make a will and leave everything…

Rethinking Estate Planning.

By Yisroel Sandel on March 01, 2017

"Originally published in the February 2017 Forum Financial Magazine Written by Deanne Gage." When I visited my dad in Nova Scotia, there was always a trip to see his various…

6 ways to help your money last for generations

By Yisroel Sandel on February 01, 2017

You’ve worked hard to build up your money. Now how do you make sure you can pass on as much of it as possible to your children and grandchildren? After…