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Trusts and Estate Planning in the US and Canada Wondering when to use a trust for estate planning? You’re not alone. Estate planning is a complex topic. The answer will depend on where you live and what your goals are. In the US and Canada, the most common reasons people use a trust for estate […]

Estate planning involves arranging for the management and distribution of your estate during your life and after death.  

Estate planning is not a one-time event; it should be regularly reviewed and updated to reflect changes in your life circumstances. 

Once you’ve reached a certain level of success and financial well-being, creating generational wealth may become a priority.

One of the most common mistakes people make is having unrealistic expectations when establishing financial goals.

A limiting belief is a deeply ingrained thought or conviction that restricts a person’s potential by creating self-imposed barriers.

Generational wealth is important because it provides a foundation of financial security and opportunity that can benefit multiple generations within a family.

Estate planning in Canada is the process of arranging for the management and disposal of a person’s estate during their life and after death. 

The key to successful budgeting is first understanding how you think about budgeting.  

Let’s talk about how to use leftover money in your budget. First, this is a great problem to have!