An executor’s responsibilities are extensive. In addition to having to deal with selling real estate, dealing with financial institutions, potentially disgruntled beneficiaries, government agencies, and of course tax filings and probate filings comes another issue: online accounts and digital assets.
Check out the articles we've selected for March's edition of Insightful eNews.
To kick off our first event of 2016 we happily welcomed back Philip Petursson, Managing Director, Portfolio Advisory Group, Manulife Asset Management for the third consecutive year.
As our clients' lives change, so do the faces of Insightful Wealth. We are thrilled to officially welcome two new additions to the Insightful Wealth Group team!
Check out the articles we've selected for December's edition of Insightful eNews.
I know, the last thing you want to read about or talk about is Life Insurance. But why?
In reality, it is a discussion that should be embraced.
Autumn is the time of year when Snowbird’s follow suit and prepare to head to warmer climates. There are many things to prepare before a departure south; one of the biggest details to take care of is reviewing your travel insurance needs.
Check out the articles we've selected for September's edition of Insightful eNews.
It is often interpreted as an honour, being named Executor of someone’s estate, as well as a sign of trust and respect. But along with it comes huge responsibility and holds the potential to become an overwhelming and stressful job. I often hear from clients that it is going to either be a collection of their children, the oldest child or even a spouse in a second marriage because it is the “right thing to do”, or “why spend money on a professional?”
“Taking care of my family’s well-being” is how women describe their ideal wealth management experience. A holistic relationship with their Advisor, talking about their goals, and empowerment through education are three of the ways that women are looking for that experience to be successful.