Blog

Want to donate to charity? Consider donating through your financial plan and save more in taxes!

Reduce estate taxes with permanent life insurance that require no medical exams or health questions!

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

Does the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff

Are you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!

Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...

Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.

As Executor, it's important to make sure the estate's taxes have all been paid. Learn how.

Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...

When his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...

As Canadians, we love the outdoors. You’ll find us kayaking down a river, snowboarding down the local slopes and hiking the local...