Succession Planning

International Women’s Day: March 8, 2012 – Financial Empowerment of Women

by Bev Moir on March 8, 2012

Some Compelling Statistics: * 9 out of 10 women will be responsible for their own finances – they will never marry, will marry & divorce, or their spouse will predecease them. (Deborah Owens – A Purse of Your Own) * 70% of new businesses are started by women & 85% of all brand purchases are [...]

{ 0 comments }

Enjoying Your Family Cottage Now and Planning for Passing it On to the Next Generation

by Bev Moir on July 25, 2011

From ‘Discovering She’ Magazine, August 2011 Talking with Women About Money – August It’s a HOT summer and I hope you’re enjoying it at your favorite “home away from home,” your family cottage. For many of us, our cottage represents the second largest financial investment we will make. There is, however, an important difference between [...]

{ 0 comments }

Who gets the cottage when the folks are gone?

by Bev Moir on June 8, 2008

From The Globe and Mail Recreational Properties: SUCCESSION PLANNING Squabbling among heirs and hefty tax bills can be avoided with proper planning, experts say GAY ABBATE, June 6, 2008 Two brothers both loved the family cottage they inherited. For one, the cottage was a tranquil escape from urban life, but his sibling used it as [...]

{ 0 comments }