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E-books and Whitepapers
MD Physician Retirement Readiness Study

MD Physician Retirement Readiness Study

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Previous Flipbook

Pre-retirement goal-setting
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Understanding robo-advisors

If you’re interested in an easy-to-use, digital and low-cost way to choose and manage your investments, this guide is for you.

Most Recent Flipbooks

about 1 month ago
Tax and estate planning with family trusts

You may wish to consider creating a family trust as a future tax and estate planning strategy.

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about 1 month ago
Joint ownership with your spouse of bank accounts and investment accounts

Joint ownership can make dealing with the assets simpler during life and especially after one of you passes away.

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about 1 month ago
Incapacity planning: Why you need powers of attorney in place

Incapacity planning is an often-overlooked aspect of estate planning. Incapacity refers to a person’s inability to manage their affairs, usually due to an accident, illness or aging.

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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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Preparing for the family meeting: how to talk to your children about your estate plan

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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Closing your medical practice in British Columbia

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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Financial planning when you or a family member has a disability

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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The ins and outs of registered education savings plans

Strategy considerations for RESP contributions and withdrawals

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Why corporate-owned life insurance is a powerful planning tool

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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4 months ago
Planned charitable giving

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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4 months ago
Alter ego and joint partner trusts

Alter ego and joint partner trusts can be used to facilitate a number of estate planning goals...

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4 months ago
Gifting or loaning assets to adult children

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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4 months ago
Prescribed rate loan trusts

An income-splitting strategy in a low-interest rate environment

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4 months ago
Will planning: protecting your assets and your family

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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4 months ago
Testamentary trusts for adult children

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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4 months ago
Private foundation services

Comprehensive support for family philanthropy

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4 months ago
Planning and prepaying your final arrangements

Advance planning removes the burden from your loved ones

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4 months ago
How an MD Family Trust can benefit your family

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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4 months ago
Executors, estate administration and MD Private Trust Company

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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4 months ago
Beneficiary designations

Factoring in beneficiary designations as part of your overall estate planning

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