The Money Management Newsletter: Taxes and Estate Matters
What you need to know about Estate Planning and More…
Introduction

Compiled by David Newman
Money Management Newsletter, August 2005

If their ever was a subject that people avoid its planning for your own demise… As with the title of the first article, Death and taxes - two certainties of life, as the word procrastination needs to be added to that phrase. We've assembled the following list of standalone articles that address different aspects of the estate planning and awareness process. Added to each topic are links into the FiscalAgents.com site for related articles, worksheets and financial tools.

1. Death and taxes - two certainties of life
2. Your life - your estate planning goals
3. How to save money when you visit a lawyer to make your will
4. Reduce taxes and increase inheritances to your loved ones
5. The financial aspects of your estate plan
6. Where should I put my will?
7. Signing and witnessing your will
8. Your will - a personal reflection of your life
9. Why You Need an Estate Plan - 10 Simple steps
10. Estate planning - Financial Glossary

Editors Notes: These articles are only covering some of the areas that need examination when drawing up an estate plan. If you do not have a Will, or if your Will has not been updated recently, perhaps it is time to meet with a lawyer and get the job done. Special thanks to (NC) and Ontario March of Dimes

Getting Advice: We believe that a "Will" requires careful planning to ensure all essential matters are covered. It should also be reviewed periodically and discussed with a qualified adviser or team of advisers to incorporate any changes in your personal circumstances.
Notice: Fiscal Agents Financial Services Group are not engaged in rendering tax, accounting or legal professional services or advice. The comments in this newsletter are not intended, nor should they be relied upon, to replace specific professional advice. Before acting on material contained herein. Readers should seek advice that is appropriate to their personal circumstances from a professional advisor.

Introduction

Editors Notes: These articles are only covering some of the areas that need examination when drawing up an estate plan. If you do not have a Will, or if your Will has not been updated recently, perhaps it is time to meet with a lawyer and get the job done. Special thanks to (NC) and Ontario March of Dimes

Getting Advice: We believe that a "Will" requires careful planning to ensure all essential matters are covered. It should also be reviewed periodically and discussed with a qualified adviser or team of advisers to incorporate any changes in your personal circumstances.

Notice: Fiscal Agents Financial Services Group are not engaged in rendering tax, accounting or legal professional services or advice. The comments in this newsletter are not intended, nor should they be relied upon, to replace specific professional advice. Before acting on material contained herein. Readers should seek advice that is appropriate to their personal circumstances from a professional advisor.

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