https://taxandfinancialplanner.com/wp-content/uploads/2019/07/How-to-Make-the-Best-of-Inheritance-Planning-coverImage.png 500 500 Keyens Financial Services https://taxandfinancialplanner.com/wp-content/uploads/2018/09/keyensEnfoldLogo2.jpg Keyens Financial Services2019-06-29 22:18:032019-07-01 05:19:08How to Make the Best of Inheritance Planning
Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.
https://taxandfinancialplanner.com/wp-content/uploads/2019/06/500x500-ESTATE-PLANNING-FOR-BUSINESS-OWNERS-coverImage-1.png 500 500 Keyens Financial Services https://taxandfinancialplanner.com/wp-content/uploads/2018/09/keyensEnfoldLogo2.jpg Keyens Financial Services2019-06-03 10:45:042019-06-04 08:46:16Estate Planning for Business Owners
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.
https://taxandfinancialplanner.com/wp-content/uploads/2019/05/travel-insurance-coverImage.png 1000 1000 Keyens Financial Services https://taxandfinancialplanner.com/wp-content/uploads/2018/09/keyensEnfoldLogo2.jpg Keyens Financial Services2019-05-01 13:30:002019-05-01 05:39:10The importance of a suitable travel health insurance policy
The importance of taking out a robust travel health insurance policy, which is appropriate for your needs cannot be underestimated if you plan to travel outside of Canada, no matter where to or for how long. Naturally, there are many different types of product on the market and therefore decisions have to be made in relation to the type of cover that you require but, as a minimum, you should consider taking out health, life and disability coverage so that you don’t get caught out for medical treatment in other countries, should an accident or illness strike. Additionally, it is worthwhile taking out insurance for flight disruptions, lost luggage and documents etc. if you are flying, as such incidents can be costly and inconvenient.
https://taxandfinancialplanner.com/wp-content/uploads/2019/04/ontFeaturedImage.png 512 1024 Keyens Financial Services https://taxandfinancialplanner.com/wp-content/uploads/2018/09/keyensEnfoldLogo2.jpg Keyens Financial Services2019-04-12 06:35:342019-04-11 22:48:112019 Ontario Budget
The 2019 Ontario budget highlights include CARE tax credit, Estate administration tax and reviews about current tax measures.