Probate | ProfessionalReferrals.ca - Financial Advisor, Estate Planning, Insurance, Mortgage Broker

By: Professional Referrals  09-12-2011

Thousands of people want to learn how to protect their assets from probate, and pass that wealth on to their children instead of the government. There are several perfectly legal and above board ways to do that.

“Letters probate” are simply a judicial certification of the validity of a Will, as well as judicial confirmation of [..]

March 17th, 2004 |

|

|


Other products and services from Professional Referrals

09-12-2011

Financial Planning | ProfessionalReferrals.ca - Financial Advisor, Estate Planning, Insurance, Mortgage Broker

There are independent financial planners, fee-only money managers and even public accountants take care of clients’ money at some accounting. Stockbrokers are now called financial advisors, and insurance agents are sometimes financial planners. People turned to stockbrokers for money matters. The financial industry is constantly evolving. Insurance agents entered the picture.


09-12-2011

Estate Planning | ProfessionalReferrals.ca - Financial Advisor, Estate Planning, Insurance, Mortgage Broker

Ronald wanted me to implement some tax minimization and tax deferral solutions for Ike, focusing on executive compensation, pension and succession exiting strategies. I’ve known franchisee Ike for several years, ever since his trusted public accountant Ronald introduced us. Ike is a multi-unit franchisee with plenty of business sense but everyone can benefit from some.


09-12-2011

Charitable Donations | ProfessionalReferrals.ca - Financial Advisor, Estate Planning, Insurance, Mortgage Broker

The simplest way is a direct gift of money to your favourite charity. A great way to reduce your taxes is through charitable giving.


09-12-2011

Powers Of Attorney | ProfessionalReferrals.ca

The role of an attorney carries with it the fiduciary power to alter the legal position of the principal. Not influence or revoke the will of the donor. Avoid conflict of interest with the donor.


09-12-2011

Wills And Executors | ProfessionalReferrals.ca

What is expected of a trustee is something that had been considered by the Courts over the years, and is now contained in the Trustee Act, as amended July 1, 1999. The rule has been expressed that the trustee must show ordinary care, skill and prudence, he/she must act as a prudent person of discretion.