by Frank Restorick | Jan 23, 2024 | Final Expense
No one can truly prepare you for the loss of a loved one, but having a plan in place to cover the immediate financial stressors can ease the burden during the grief process. The cost of funeral, cremation and burial services can add up rather quickly, which is why...
by Frank Restorick | May 25, 2023 | Life Insurance
Entrepreneurs can use life insurance in different ways than, say, a C-Suite leader in a large corporation. Rather than the typical application of life insurance, entrepreneurs can utilize it more creatively to manage and protect their legacy, assets, and their...
by Frank Restorick | May 25, 2023 | Life Insurance
Life insurance is an investment that, at first glance, might seem unnecessary to someone in, say, their early 20s, 30s or 40s. But life insurance can actually be utilized as a really fantastic financial planning tool well before retirement, particularly for...
by Frank Restorick | Mar 5, 2023 | Estate Planning
Estate planning can seem daunting, but it is an essential aspect of responsible personal finance.It may be tempting to push it off until another day or avoid the process completely, but once you have it all set in stone, you’ll rest easy knowing that your loved ones...
by Frank Restorick | Nov 22, 2021 | Estate Planning
Most provincial regulations provide that individual receiving disability payments are allowed to receive discretionary benefits from third parties without affecting their eligibility for disability payments. The discretion afforded to the trustees of a Henson trust is...