Death of a Salesman

I recall having to read Death of a Salesman in high school. Don't remember much, a little depressing perhaps but in hindsight I wonder how much estate planning they did based on the title...I don't think that was the focus. So I'm sure this simple list is only a google search away but given recent experience, proper planning for yourself, grandparents, parents, your spouses parents can save a lot of headaches later. So here is my list of to-do's as we get older. How old? Life expectancy is early 80's subject to your health levels so sometime before then! I don't get into detail so if you don't agree or are unsure why, send me a note. consolidate investment accounts, bank accounts to one plac

Monthly Update - June 2019

The Markets Despite the fears, despite the highs, despite the political turmoil, the markets continue to rise! A great month of June but what does that mean for July? Estate Planning I'm sure this already exists somewhere but here is a list of to-do's as you get older...or for your parents as they get older to properly prepare your estate: consolidate investment accounts, bank accounts in one place joint ownership where appropriate check your beneficiary designations avoid probate where it makes sense increase your income from your RRIF review your risk tolerance review your will and POA's decide who gets what! Educate your spouse Educate your children Use professionals, accountants, lawyers


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