Estate Planning Archives - Mason Advisory Inc

Estate Planning Incorporated Professionals Investing Life Insurance Retirement Planning

Make Holistic Planning Your Goal When Looking to Your Financial Future

In life, it’s oftentimes important to look at the whole picture rather than just the one…

The Link BetweenOctober 4, 2023

Estate Planning Life Insurance

Avoid Underwriting Surprises

When it comes to applying for insurance, you and your Advisor determine how much and what…

The Link BetweenJune 7, 2023

Estate Planning Incorporated Professionals Shareholder Issues

Corporate Owned Life Insurance – Watch Those Beneficiary Designations!

As a business owner, your corporation has a life insurance policy on your life - a…

The Link BetweenJune 14, 2022

Estate Planning Shareholder Issues

Is an Estate Freeze Something I Should Consider for my business?

You own your own business and recently, you’ve heard some talk about estate freezes. So, what…

The Link BetweenMay 10, 2022

Estate Planning

An Executor Checklist – A Few Things to Consider

Wow, you’ve been asked to be an executor (or liquidator in Quebec) – what a great…

The Link BetweenFebruary 17, 2022

Estate Planning Life Insurance

Exploring Your Life Insurance Options

If you want a basic understanding of your life insurance options, here’s the 101. All life…

The Link BetweenFebruary 2, 2022

Estate Planning Incorporated Professionals Life Insurance Retirement Planning

The Ultimate Planning Tool: For prioritizing what you want when you want

Permanent life insurance is often said to be the ultimate planning tool because it facilitates beneficial…

The Link BetweenJanuary 5, 2022

Estate Planning Investing

Beneficiary Designations and the Importance of Transparency

In our recent article Beneficiary Designations – Making Sure Your Money Goes Where You Want, we discussed…

The Link BetweenOctober 27, 2021

Estate Planning Life Insurance

The Settlement Process – What Your Beneficiary Can Expect

You’ve done all the right things; you’ve purchased life insurance and named a beneficiary. You know…

The Link BetweenSeptember 29, 2021

Estate Planning Life Insurance Shareholder Issues

The Importance of a Buy-Sell Agreement

You are a group of successful entrepreneurs who have worked hard to grow your business into…

David MasonSeptember 12, 2019

Estate Planning

Make Holistic Planning Your Goal When Looking to Your Financial Future

Avoid Underwriting Surprises

Corporate Owned Life Insurance – Watch Those Beneficiary Designations!

Is an Estate Freeze Something I Should Consider for my business?

An Executor Checklist – A Few Things to Consider

Exploring Your Life Insurance Options

The Ultimate Planning Tool: For prioritizing what you want when you want

Beneficiary Designations and the Importance of Transparency

The Settlement Process – What Your Beneficiary Can Expect

The Importance of a Buy-Sell Agreement

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