If you are in the early stages of setting up an estate plan, you likely have a number of questions. Some people are unsure about the type of estate plan that will suit their circumstances best (such as a will or a certain type of trust), how to distribute their assets...
Special Needs Planning: Should we set up an ABLE account?
What is an ABLE Account? An Achieving a Better Life Experience (ABLE) account allows people with disabilities who became disabled before they turned 26 to set aside up to $15,000 a year in tax-free savings accounts without affecting their eligibility for government...
Do I Need a Trust?
Let’s talk about trusts. I have my morning routine down. The alarm goes off, I jump in the shower, and immediately throw on my robe and put my hair in a towel. This is followed by a race to the kitchen to grab a cup of coffee. I carefully walk upstairs, making sure...
