Julie Lange - ScotiaMcLeod Belleville - estate planning

By: Julie Lange  09-12-2011
Keywords: Accountants, Estate Planning

There are very few professionals who can provide you with all the products and services that you need to complete an estate plan. Accountants, lawyers and our Team all play a role. To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook.

The handbook covers topics such as the estate planning process, powers of attorney, taxes at death, probate fees and a getting started worksheet.
 

Keywords: Accountants, Estate Planning

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09-12-2011

Julie Lange - ScotiaMcLeod Belleville - financial planning

At the heart of our mutual funds selection and recommendation is thorough quantitative and qualitative research, driven by our disciplined investment philosophy - a core component of our Client Commitment. Two Canadian and one U.S. The objectives of the portfolios are to provide a sound, balanced portfolio that will generate superior investment returns for various investment objectives and levels of risk.


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Julie Lange - ScotiaMcLeod Belleville - charitable giving

To encourage Canadians to give more, the federal government provides tax credits for donations to registered charities. There is no limit to the number of causes and organizations that can use your donations to make a difference. Select an amount you can manage and then have it come out of your bank account on a monthly basis. As we get older and accumulate wealth, charitable giving is a way of sharing some of that wealth.


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Julie Lange - ScotiaMcLeod Belleville - retirement planning

What makes retirement planning more difficult is determining what that lifestyle will look like and then dealing with the many variables that go into the process and the pace with which they change. Retirement means having the financial flexibility to do as they please without worrying about their finances. It means sitting back and doing all the things that they've always wanted to do but never had the time to do.