To help keep you informed we regularly post news articles relating to the fiduciary topics listed below. We hope this will serve as a resource for your continuing education. While we cannot endorse any of the following recommendations or tips, please use this as a resource for learning and speak to your lawyer or other advisor about what is right for you.
Legacy Private Trust in the News
The Globe and Mail – Financial planning for children with disabilities is an underused support – May 2016
Huffington Post – How Much Should You Give For A Living Inheritance? – April 2016
Huffington Post – A Survivor’s Guide To The Sandwich Generation – February 2016
Funeral Business Advisor – Where There’s a Will, There’s a Way – Sept 2015
Funeral Business Advisor – Preneed Game Changer: How to Make Money While Public Perception of Funeral Homes Changes for the Better – Dec 2014
Funeral Business Advisor – Planning: Thinking Beyond the Funeral – Sept 2014