Sentences with phrase «seniors about estate planning»
Attorney General Bob Ferguson filed a consumer protection lawsuit today against CLA Estate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commission...
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«At some point just about all of us will be affected by this,» says Sandy Cardy, senior vice president of tax and estate planning at Mackenzie Financial in Toronto.
Only about four per cent of seniors at age 65 face OAS clawbacks, says Jamie Golombek, managing director, tax and estate planning for CIBC Wealth Advisory Services.
When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.
When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.
Kaysville, Utah About Blog The Elder Care Law Firm is home to the senior friendly estate plan.
Kaysville, Utah About Blog The Elder Care Law Firm is home to the senior friendly estate plan.