Managing your money: Will you give it to your kids

You’ve done well in life, your estate will be substantial, and you want to do everything you can to ensure it will be insulated from undue taxation and distributed exactly as you wish.

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Planning your last financial chapter

Little has specialized in advanced retirement income and estate planning – a specialization that’s come from more than 30 years in the industry and his passion for protecting the life-long efforts of his clients.

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A hand down: The business of downsizing

The prospect of downsizing can be a monumental task and unless it’s a decision you’re making of your own volition, can be an exercise in futility.

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Unlock equity: Your home is your piggy bank

A CHIP Reverse Mortgage could be just what you need. It’s a way to unlock the value in your home and turn it into cash.

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Family wrapped up in your finances

Mixing financial and family matters gets sticky when it comes to discussing how to handle your fiscal matters after you die.

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Tax benefits help ease the financial burden for caregivers

Our tax system contains a number of breaks for individuals with disabilities or impairments as well as non-refundable tax credits available to caregivers. #Alzheimers

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