Latest Posts | By Jennifer Thompson
1 week ago
A Different Approach to Finances After 60: How Best to Leave This World vs What to Get from This World
Five years ago, we had a group of friends, most of whom were high achievers, over for dinner. Amongst our guests was a client, who had returned to Canada after working as a director at a hospice in California…
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3 weeks ago
What to Do So Your Inheritance Does Not End Up in the Hands of the Other Woman
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Family
“Money does not change people, it unmasks them.” – Henry Ford. Most people do not enter a marriage with the idea of ending it. But almost half of marriages do end. Dennis and Meghan were married for almost 20 years and had two teens…
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2 months ago
7 Reasons Why Having a Good Estate Plan Can Save Your Family After You’re Gone
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Mindset
While death and taxes are the two certainties in life, no one ever expects their child to die before themselves. Yet life comes in different flavors. Here is a great example I always consider…
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