Archive for the ‘Succession Planning’ Category

Blood Is Thicker Than Water

Thursday, April 4th, 2013

I have had the pleasure of reconnecting with family that I have not seen in over 35 years. Although I have not kept up with their daily lives nor have been part of their growing up years, there was a bond that I can only describe as ‘family’. ...

MORE ON RESP’S AND YOUR ESTATE

Thursday, March 28th, 2013

Further to my last blog on RESP's, I want to convey some additional comments and advice on how to protect your RESP (and in some cases rescue it ) from unintended dissolution. What is it?: a Registered Education Savings Plan or RESP is the property of the ...

CAGP’s 2013 National Conference

Monday, March 25th, 2013

Many of us in the Estates world are also involved in charitable and not for profit work.  This week, we decided to use our blog space as a reminder of an annual event that may be of interest to a number of you. The Canadian Association of Gift Planners (“CAGP”) is ...