David Lee discusses creative ways to help renew healthy flow in the market including joint ownership of a home, pre-gifting of inheritance, and using a trust.
The living will trend is rising: parents are choosing to share wealth with their children now, rather than as an inheritance later. Scott Evans, BlueShore Financial Advisor, shares insight on this estate planning trend.
Learning more about personal finance ahead of first days in post-secondary
David Lee, BlueShore Financial Advisor, speaks about the importance of students learning about personal finances and budgets before starting university or college.
Aging business owners need to tackle estate planning
Andre Guillemette, BlueShore Financial Wealth Protection Specialist, discusses estate planning for business owners in this contributed article to a financial blog.
Reg Marrinier discusses how credit unions like BlueShore Financial are helping clients navigate through the biggest inter-generational wealth transfer in Canadian history.