by Shoreline Financial | Nov 21, 2019 | 2019 Only, Blog, Estate Planning, Family, individuals, Investment, Retirees, RRSP, tax, Tax Free Savings Account
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the key...
by Shoreline Financial | Jul 22, 2019 | Blog, Business Owners, Estate Planning, Family, Life Insurance
Estate Planning for Business Owners What happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Shoreline Financial | Jul 21, 2019 | Blog, Estate Planning, Family, Retirees
What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony. One of the most difficult conversations is around fair or...
by Shoreline Financial | Jul 21, 2019 | Blog, Estate Planning, Family, Life Insurance
Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. We’ve put together an infographic checklist that can help you get started...
