Estate View
Considerations when designing an Estate Plan
Estate planning is a process that allows one to determine how their assets will be distributed upon death. As we prepare to pass our lifetime assets to our heirs, there are key components of an estate plan that should be given careful consideration.
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Investment planning with your fiscal partner
When establishing a financial strategy involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on. You can create written point-form agreements for each to sign in areas of investing, registered vehicle planning, debt repayment, etc.
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FRAUD UPDATE: AI Assisted Cybercrime and Financial Fraud.
Generative AI has fundamentally changed cybercrime. It is no longer just about technical exploits but has shifted to hyper-personalized, scalable, and psychologically manipulative fraud. The scale of financial losses is unprecedented. The 2024 Internet Crime Report from the FBI documented …
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Assessing mutual planning with your life partner
When establishing a financial plan involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on.
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