Estate PlanningIncorporated ProfessionalsInvestingLife InsuranceRetirement 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 PlanningLife 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 PlanningIncorporated ProfessionalsShareholder 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 PlanningShareholder 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 PlanningLife 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 PlanningIncorporated ProfessionalsLife InsuranceRetirement 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 PlanningInvesting 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 PlanningLife 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 PlanningLife InsuranceShareholder 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