Estate Planning attorney Jim Dougherty reveals key ethical and tax considerations for spousal lifetime access trusts.

Tara Anne Pleat reveals how wealth managers can build private safety nets when public care systems collapse for aging clients ...

If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for ...

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Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

A strong financial plan provides clarity, direction, and peace of mind. Yet even the most well-crafted plan needs periodic ...

Financial experts say that the people quietly setting up their families for long-term security are often doing it through ...

Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

Discover how investment banking focuses on corporate clients for mergers & IPOs, while wealth management caters to individual ...

More than half of Canadians currently lack an estate plan Top reason cited for not having an estate plan is the feeling of lack of sufficient personal wealth Just four-in-ten Canadians have made plans ...