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David Dubofsky is co-author of Your Total Wealth: The Heart and Soul of Financial Literacy. He is also the author of over 40 academic articles. Previously, he taught finance at Texas A&M University, Virginia Commonwealth University and University of Louisville.
Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.
Another version of your “retirement number,” a simple wealth gap calculation could be eye-opening for retirement savers – especially business owners.
It is a good idea to maintain, and keep current, a database of your key contacts and important documents as part of your estate planning.
The Canada Revenue Agency's My Account service provides an easy way for portfolio manaers to access clients’ tax information.