Your guide to retirement planning
Having a sound financial plan in place is important for physicians and their families. Equally important, but more often overlooked, is ensuring that your plan evolves as your life and career do.
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This Stream includes all of our E-books and Whitepapers Flipbooks
Having a sound financial plan in place is important for physicians and their families. Equally important, but more often overlooked, is ensuring that your plan evolves as your life and career do.
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A well-planned family meeting can defuse tension around your estate and provide crucial feedback to help you fine-tune your plan and keep it aligned with your vision.
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The process of practice closure has rules, regulations and standards in place to protect patients, their privacy, their access to medical records, and more.
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Registered disability savings plans (RDSPs), first implemented in Canada in 2008, are designed to help people with disabilities and their families save for long-term financial security.
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Strategy considerations for RESP contributions and withdrawals
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You probably know that life insurance can provide a tax-effective lump sum to your heirs or your estate at death. But did you know that life insurance also offers benefits while you’re alive?
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A planned charitable gift is a thoughtful way of giving to registered charities as part of your estate plan. Find out more about what you should consider when creating a planned charitable gift.
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Alter ego and joint partner trusts can be used to facilitate a number of estate planning goals...
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You may be considering gifting or loaning assets to your adult children (or someone else) to help with a home purchase or some other significant purpose.
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An income-splitting strategy in a low-interest rate environment
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Your will is the cornerstone of your estate plan. It is the legal tool by which you express your final wishes about the distribution of the assets you own personally when you die.
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A testamentary trust can be created through your will to direct how your estate’s assets will be managed and distributed to your beneficiaries.
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Comprehensive support for family philanthropy
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Advance planning removes the burden from your loved ones
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MD Financial Management offers a product that could be available to those looking to invest funds and still provide tax-efficient financial support to their lower-income children or grandchildren.
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Your executor is the person you appoint in your will to administer your estate and ensure that your final wishes are carried out according to your intentions.
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Factoring in beneficiary designations as part of your overall estate planning
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Your cottage or vacation property may represent cherished family memories and traditions. But it also might keep you awake at night, wondering how your children will manage it when you are gone.
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Canadian physicians tell us their thoughts on all things retirement from retirement financial planning, advice, investing and savings to what age they plan to retire.
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