CPN Financial is a full-service insurance brokerage house that provides financial tools that enable families to achieve their goals. Our holistic approach to financial planning has created wealth for many families for over twenty years. We offer: Simplified and Guaranteed Issue Life Insurance and Critical illness. No Medical Life Insurance and Final Expense Plans.
The estate trustee’s dilemma
By Marcia Green, LL.B
What do you do if you decide you no longer want the job of estate trustee?
What do you do if the beneficiaries decide they don’t want you to be estate trustee anymore? Continue reading
Donations to a registered charity qualify for the charitable tax credit which can reduce the amount of federal and provincial income tax you are required to pay for the year. Continue reading
What happens if the beneficiary in your will no longer exists (in the case of a charity) or dies? It depends, says lawyer John Peart. He provides the details. Continue reading
A 2007 Supreme Court of Canada decision clarified what happens to joint accounts when one of the account holders passes away. Lawyer Marcia Green explains … Continue reading
Recent polls indicate that women are less prepared financially both during their working years and as they approach retirement. Continue reading
Did you realize “case law has said that there are public policy reasons to void certain types of bequests” in wills? Lawyer John Peart explains. Continue reading
Is your family cottage a cherished retreat, filled with wonderful memories? What happens when it passes on to the next generation? Continue reading
While the new, second tier Canada Pension Plan (CPP) is modest, it will have important impacts: some good, some bad, and many may be unexpected consequences. Continue reading