Learn how to protect your assets in a 5-part series on Estate Planning, featuring advice from experts in taxation, trust and estate planning.
Your Estate Matters! –
Common Traps and How To Avoid Them (PDF, 130 KB)
Many estate planning mistakes are made through inexperience and lack of knowledge. This report will help identify 2 of the most common mistakes people make with their estate plans, as well as some strategies to remedy them.
You’ve Got the Power! Planning for Incapacity (PDF, 155 KB)
A comprehensive estate plan should include plans for the needs of your surviving beneficiaries in the case of death; as well as plans for management of your finances if you should become unable to manage them by yourself.
Planning from the Grave – Testamentary Trust (PDF, 140 KB)
Leaving assets in a trust, rather than naming direct beneficiaries who will receive assets outright upon your death, can help solve some common estate planning mistakes.
In Trusts We Trust
Tax and Estate Planning Using Inter Vivos Trusts (PDF, 150 KB)
While people often think of transferring property upon death, you may also wish to consider transferring property during your lifetime.
What’s Up Dock? Tax and Estate Planning For Your Vacation Home (PDF, 120 KB)
During the summer months, many families spend time together away from the hustle and bustle of daily living, but what is your transition plan for your vacation home?