Category: estate plans

Creating Capital And Income For A Charity


Many people help their favourite charities without getting maximum impact.

How Some Life Insurance Makes You Money Even If You Live A Long Time


If you are indifferent to the amount on the cheque you write for premium, no one will choose term life insurance. Why is that? Because life insurance is a valuable investment tool as well as protecting survivors from an untimely death. Three thoughts: Malcolm… Continue Reading “How Some Life Insurance Makes You Money Even If You Live A Long Time”

Insurance – It’s Real Purpose


Insurance is synergistic. It expands the power of your other wealth. Use it.

Tiny Estate Planning Mistakes Are Still Costly


An element of common sense – Avoiding costs is often more profitable than making more.

Think About The Bigger Picture


Estate Plans are a process not an event.

Estate Trustee (Executorship) Duties Are Challenging Work


Take care with your choice of executor

You Don’t Have To Build A Microsoft


There are small-medium businesses that you have never heard about or thought about

How Is Covid-19 Affecting Life Insurance Companies?


The pandemic is likely to make life insurers stronger.

Are There Digital Assets In Your Estate?


When new things come along, you must adapt.

Three Looks At Estate Planning


Estates are like buildings. They look differently depending on where you look from.

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