• Estate Planning Webinar Video
    Estate Planning

    Securing Your Legacy: Transferring Wealth Across Generations

    Intergenerational wealth transfer strategies for you and your family You’ve worked hard to achieve financial wellness for you and your family. But…
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  • Mother and child watering plant
    Estate Planning

    How to leave a lasting legacy

    Giving back is part of who you are. Here’s how to make sure a portion of your wealth makes a difference to the communities and causes you care for.
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  • Family hiking by a stream
    Estate Planning

    How trusts can protect your assets

    Trusts are an excellent way to transfer wealth to family members while you maintain control over the assets. Here’s how they work.
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  • Extended family walking along the beach
    Estate Planning

    Steps for creating your estate plan

    Formally communicating your final wishes can protect your estate from legal challenges in the future and preserve your peace of mind today.
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  • Couple talking at coffee shop
    Estate Planning

    The risks of co-owning property

    Joint property ownership offers a number of benefits, but it also has disadvantages. Find out how using a power of attorney arrangement can help manage the risks.
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  • Family paddling in a canoe
    Estate Planning

    Changing your estate plan as life’s priorities change

    Life is all about choice and change. That’s why it is wise to review your estate plan from time to time, making updates as needed.
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  • Couple hiking and standing on a moss-covered rock
    Estate Planning

    Six strategies to help minimize your estate taxes

    As the saying goes, death and taxes are the only guarantees in life. But that doesn’t mean when one happens, the other should take everything you’ve left behind.
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  • Man walking with his doctor
    Estate Planning

    Planning for long-term care needs of aging parents

    Many seniors find themselves turning to family for financial help in meeting their later-years care needs. Here’s what you can do to plan for this.
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  • Family walking on the beach with dog
    Estate Planning

    Plan for the future and prepare your will

    A will is the cornerstone of any estate plan; it can record your wishes and instructions for everything from disposition of your assets to the type of memorial service you’d like. Here’s what makes it important.
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BlueShore Financial, Financial Advisor, Colin Knight

Colin Knight

Financial Advisor

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