Category Archives: Blog

We all may know about the importance of making mistakes and that failure could become the key to success. Over time, I’ve learned that watching other people make mistakes and learning from them is a less painful path to success. In the arena of estate planning, there’s a lot to be learned from the mistakes […]

“Nothing is certain but death and taxes,” American inventor Ben Franklin is attributed to saying. While you can’t control either of these two inevitable events, you can make a will to ensure your financial affairs are managed according to your wishes once you’re no longer able to, due to incapacity or death Without a valid […]

“Most people don’t plan to fail, they fail to plan” [John L. Beckley]. I once heard a story which I have not verified myself however, it reminded me of similar story’s that we hear from time to time happening with families of people who failed to do proper estate planning or who did the proper […]

Those among us who have managed to find professional success set aside their first hours of the day to invest in their top-priority activities before other people’s priorities come rushing in. So what do successful executives and entrepreneurs do when they are rested and fresh? we outline the following things that the most successful people […]

On earnings: “Never depend on single income. Make investment to create a second source.” On Spending: “If you buy things you do not need, soon you will have to sell things you need.” On Savings: “Do not save what is left after spending, but spend what is left after saving.” On taking risks: “Never test […]

You could ask business owners a million questions about their succession plans. Most of them are keenly aware of the importance of this one: “What happens to the business, and to your family, if you are no longer able to lead an active role in the company?” But succession planning often takes a back seat […]

Most people generally recognize the necessity of having a well-prepared will. This ensures our final wishes with respect to our estate are carried out by an executor. However, a frequent oversight is the failure to undertake at least some degree of basic estate planning, in order to help formulate and complement the contents of the […]

Estate planning should be a financial priority at almost any stage of life. In fact, an estate plan is absolutely essential for organizing your financial affairs and providing for the well being of your family members. By having a good estate plan in place you may beside the savings in taxes shield your spouse and […]

Many business and property owners, rely on family trusts to achieve a variety of financial and tax goals. In fact, as Canadians accumulate business assets and personal wealth, these trusts have become so popular that the Canada Revenue Agency (CRA) is increasingly scrutinizing them. Unfortunately, trusts that aren’t properly established and maintained could be penalized […]