Tag: estate planning

Every Tactic Has A Downside


Easily avoided problems should be avoided. How hard is that?

Life Insurance In A Business


Life insurance is an underutilized efficient tool.

The Law of Conservation of Problems


How much is too much money?

Another Tax Proposed


How would an estate tax benefit the country?

Optimizing Charitable Gifts


Charities do work we would do ourselves if we had the time and skill.

Inexpensive Estate Liquidity


Life insurance is the cheapest way to put cash into your estate

Estate Plans Should Be Dynamic


Your estate will evolve from your life. Estate planning is more appropriately life planning and transition.

Is Your Favourite Charity In Trouble? Yet?


If they relay on an regular small donations, charities will fail

Life Insurance – What’s It For?


There are many ways to be insurance poor.

An Estate Planning Puzzle


Estate transition plans and estate distribution plans are not the same thing

Life Insurance Is A Post-Dated Cheque


Maybe you don’t need any life insurance. You could prove it if you tried.

Year End Charitable Gift Planning


Giving is good for you.

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