Canfin Financial Library (PDF)

BUSINESS | ESTATE PLANNING | INSURANCE

 

Business Planning

Disability Planning: A Reality Check
Does Your Business Need An Estate Freeze?
Increase Your Family's Net Worth

Insuring For Capital Gains Tax Liabilities. Keeping The Home Fires Burning
Increase Your Home & Business Security
Bridging The Financial Gap

Succeed Or Perish: Franchising A Small Business Venture
Signs Of Sabotage
Selling Your Business

Paying Your Bills When You are Laid Up: Business Overhead Expense Insurance
Succession Strategies To Increase Retirement Income

A Business Owner's Insurance Checklist
Disability Buy-Sell Agreements

The Importance Of Income Replacement Insurance
Business Owners Retiring With An Estate Plan

Estate Planning

No Regrets For Tomorrow: Avoid The Self-Written Will
Better Late Than Never
How To Assess The Assets & Liabilities Of Your Estate

Reasons To Consult A Lawyer To Update Your Will
Magical Capital: Creating Large Tax-Free Capital Guarantees
Securing The Financial Future Of An Owner-Operated Family Business

Caring For Our Aging Parents
Planning Funeral Arrangements In Advance
Planning To Divvy Up Your Wealth

The Ongoing Process Of Estate Planning
What Is The Difference Between A Revocable And Irrevocable Trust?

The Powers That Be: What Special Powers Do Executors Have?
How To Compensate Your Executor
Steps To Avoid Challenges To Your Will

Insurance Planning

Joint Life Insurance & Estate Planning
Should I Buy Mortgage Insurance Fro My Lender?
Advanced Tax-Deferral Strategies

Is Life Insurance Really Worth It?
What Kinds Of Life Insurance Are Available?
Can Insurance Protect My Financial Plan If I Have A Critical Illness?

Demystifying the Benefits of Universal Life Insurance


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