What do I do when my loved one dies?
The worst has happened. Perhaps it came unexpectedly, perhaps it’s been hovering for a while. The shock is the same…you’ve just lost a significant…
Planning Perspectives
The thinking from across our practice: financial planning, investments, tax, transitions, legacy and succession, drawn together in one place.
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The biggest financial risks in retirement
Planning for retirement can be challenging as there are many unknowns and uncertainties that you need to consider. There are a few financial risks…
EXCON and the proceeds of a deceased estate
If I mentioned the term “exchange control” (or Excon, for short), what do you see in your mind’s eye? Offshore investments? Your small import/export…
What will I do if my spouse leaves me out of their will?
We continue this month with a discussion that builds on two topics that we covered over the last few months – who is a spouse,…
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