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August 19, 2022 - General Tips & Financial Advice

What Can I Not Place in a Trust

Estate planning and what to place in a trust    Are you planning to create a trust? Do you want to know which assets you can place in it and what you need to avoid? A trust can protect the interests of your beneficiaries after your death and reduce legal complexities related to property distribution.

June 14, 2022 - General Tips & Financial Advice

The Steps to Take to Plan Your Estate

The steps of estate planning in Calgary Planning your financial future is an important step for anyone to undertake, and taking the time to forge your estate plan is a part of this process. An estate plan will ensure that your assets are taken care of and distributed in the exact ways you want after