There is growing speculation about the impact of the virus on Life Insurance and other related coverages such as Critical Illness and Disability Insurance. For more information on the possible implications of COVID-19, click here
Category Archives: Estate Planning
What ‘Will’ happen if you don’t have a Will?
Half of Canadians say they don’t have a Will… Having a Will and POA documents are of utmost importance. Also once you have a Will look at it periodically and as your life changes do the necessary updates. It’s not that difficult to be prepared and will spare others a lot of unnecessary grief and undue burden…read more
Clearance Certificates
One of an executor’s most important jobs is to obtain the clearance certificate: written confirmation from the Canada Revenue Agency that the deceased (and the deceased’s estate) has paid all taxes and associated interest and penalties up to the date the certificate is issued. How does an executor obtain one and why is it so important? …Read more