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Succession & Estate Planning

By Yisroel Sandel on May 02, 2022

At a time when many baby-boomers are planning their retirement, the preservation and eventual transfer of your family assets are becoming a major concern. Estate planning aims to minimize the…

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Dying Without A Will

By Yisroel Sandel on April 01, 2022

One of the greatest mistakes is dying without a valid will. This results in “intestacy,” which is another way of saying that the province will force its own will upon…

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Warren Buffett on estate planning.

By Yisroel Sandel on February 01, 2022

The focus of the Berkshire Annual General Meeting is usually the economy, investing, and Berkshire’s many businesses. There are inevitably questions about Mr. Buffett’s succession plans. But Mr. Blum’s question…

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By Winston Churchill… Where we have been

By Yisroel Sandel on January 02, 2022

The following quote was written by Sir Winston Churchill in 1951. "If I had my way, I would write the word ‘insurance’ over the door of every house and upon…

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The Estate Bond

By Yisroel Sandel on November 01, 2021

Growing your estate without undue market risk and taxes. Often we see investors shift gears near retirement and beyond. Many become risk adverse and move their assets into fixed income…

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