All items in: Distinguished Mastery

Seven Ways to Fund Higher Education – Part 2

Posted: August 25, 2015 By: Evelyn Jacks
Posted in: Strategic Thinking, Distinguished Mastery
The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.

The Delusionary Testator

Posted: August 20, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, Estate Planning, testamentary capacity
It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.

Estate Planning: Testamentary Capacity

Posted: August 07, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, Estate Planning, testamentary capacity
In order to make a valid will in any province in Canada, the testator (or will maker) must have a sound dispositive mind or testamentary capacity.

Estate Planning: Wills Variation – Is It Right to Change a Will?

Posted: July 17, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, Estate Planning, wills variation
You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.

Understanding Trusts

Posted: July 10, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, trusts and estates
Over the summer, Knowledge Bureau will be taking an in depth look at the use of trusts in family wealth planning. An introduction to the topic begins the series.