If Steve sold his units just before the income distribution date, would he still receive an income payment? Read the full article here.
‘Tis the season to be… thinking about year end tax and investment planning! My tree was up very early this year (thanks to some very keen kiddos), my aunt delivered the most beautiful wreath to my door one Friday night and with all the snow in November, I’m very much in the holiday spirit! Now, as…
Joint accounts can be a useful tool for estate planning but beware of some pitfalls. Things to consider before placing assets in a joint name
Had a great holiday with lots of warm weather and I’m ready to share our latest newsletter with you! Hope you enjoy and call me with any questions. Happy Spring! Click the link – Spring 2018