Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, whilst still incredibly important, legacy giving is about much more than […]
Estate Planning: How to keep the cottage in the family
April 18, 2017
Corporate shares; bond certificates; investment accounts and gold bars are representative of some of the assets created by a lifetime of work; but none carry the collective emotive of the Family cottage. The joyous memories perhaps across multi generations almost always result in concern about how, among the generations to follow, will succession occur and the stewardship continue. […]
What and When Is “Estate Planning”?
April 13, 2017
For many people it doesn’t make sense to work a lifetime to accumulate assets; only to have at least 25% of much of their value confiscated at death or distributed otherwise than in accordance with their wishes. Hard work is what built this country. The desires to succeed; to raise a family; build a business […]
Tuesday Talks with Brian Etherington: Trusts – A Significant Role in Passing on Wealth
January 16, 2017
Many parents and grandparents today are concerned about inter-generational wealth planning. Trusts can play a significant role in passing on wealth and/or corporate interests to the next generation(s) in a controlled and private manner. We found the following article “Why you may need or want to set up a trust in your estate” by Brenda Bouw in the […]
