Estate Planning

Don’t file those life insurance policies away – LifeHealthPro

LifeHealthPro Don't file those life insurance policies awayLifeHealthProLife insurance is a key component of any estate plan, but chances are, your client's life has changed since he purchased it — and so have his financial needs. Given the shifting economic realities of the past decade, clients need to take a more active … and more »

Obama’s first offer on estate taxes – LifeHealthPro

LifeHealthPro Obama's first offer on estate taxesLifeHealthProEstate tax levels would return to 2009 levels under the Obama administration's first proposal to Republicans on how to avert the fiscal cliff. The administration proposal on the estate tax was part of a plan presented Thursday by Treasury Secretary … and more »

Estate planning for young families – LifeHealthPro

LifeHealthPro Estate planning for young familiesLifeHealthProMany young families put off estate planning. If asked, they may say they are too young, healthy or can't afford it. Some have trouble just thinking about what could happen if they should die while their minor children and spouse are depending on them.

Estate planning with FreeState Legal Project – Washington Blade

Washington Blade Estate planning with FreeState Legal ProjectWashington BladeEven in the wake of achieving marriage equality in Maryland, LGBT individuals and families need to take special care to protect their assets, property and relationships through small estate planning. The FreeState Legal project provides legal services, …

Top 10 IRA-planning mistakes – MarketWatch

Top 10 IRA-planning mistakesMarketWatchKeebler, a partner with Keebler & Associates, co-author of 2012 Estate Planning: Tax Planning Steps to Take Now, and now a MarketWatch RetireMentor , has created his own top 10 list—the top 10 IRA-planning mistakes. But unlike the typical Letterman … and more »

A Little Bit Older, A Little Bit Wiser: Canada’s Small Business Owners Admire … – The Herald |

A Little Bit Older, A Little Bit Wiser: Canada's Small Business Owners Admire …The Herald | HeraldOnline.comWINNIPEG, Nov. 27, 2012 — /CNW/ – An overwhelming majority (96 per cent) of Canadian owners of small and medium sized businesses agree that workers 65 years and older offer more valuable experience and expertise than younger workers, according to new … and more »

Vancouver’s 128 Years of Affordability Fears –

Vancouver's 128 Years of Affordability"There are more speculators about New Westminster and Victoria than there were in Winnipeg during the boom and they are a much sharper lot. Nearly every person is more or less … "Understanding Vancouver's Housing," Planning Dept. City of Vancouver … and more »

Retirement snapshot – Winnipeg Free Press

Winnipeg Free Press Retirement snapshotWinnipeg Free PressFather-and-son financial planning duo Bob and Ryan Challis, both with Nakamun Financial Group in Winnipeg, analyzed Ian's finances and had the following commentary. Both certified financial planners, they question whether Ian has considered all the …

bcIMC Announces New Construction on Discovery Place in Winnipeg – Canada NewsWire (press release)

bcIMC Announces New Construction on Discovery Place in WinnipegCanada NewsWire (press release)Having a high cube distribution centre of this scale, strategically located in the northwest quadrant of Winnipeg speaks to the confidence in the growing industrial market in Winnipeg," said Mary Garden, Vice President, Real Estate, bcIMC. The … and more »

Estate planning? Get help, and watch the taxman’s grab – Globe and Mail

Globe and Mail Estate planning? Get help, and watch the taxman's grabGlobe and MailGoal setting for estate planning is the starting point, just as it was when creating a financial plan, said Susan Latremoille, a director of wealth management with Richardson GMP Ltd. in Toronto and author of The Rich Life – Managing Wealth and Purpose.