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Category: Will Planning

Why have a will when you have beneficiaries?

February 18, 2018Featured Articles, Will Planningimport

You give up some control when you just have beneficiaries and no will by Ed Olkovich for MoneySense magazine Q: I am married. I have RRIF and LIRA and my spouse has RRSPs. We have joint cashable accounts too. We have appointed each…

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Preparing your Heirs for Wealth

July 23, 2017Life Stages, Wealth Accumulation, Will Planningimport

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately though, this way of thinking can leave your beneficiaries in a decision-making vacuum:…

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The Duties of an Executor

June 20, 2017Will Planningimport

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good…

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Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

October 24, 2016Critical Illness Insurance, Disability Income Replacement, Estate Planning, Life Insurance, Life Stages, Living Benefits, Long Term Care, Will Planningimport

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

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Should You Become Executor of Someone’s Estate?

October 21, 2014Featured Articles, Will Planningimport

By Carla Hindman, Director of Financial Education, Visa Canada One of the most important decisions you’ll make when writing your will is determining who should be named executor of your estate. Even if you’re just leaving behind household goods and…

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Make Sure Your Will is Crystal Clear

June 17, 2014Featured Articles, Will Planningimport

By Elaine Blades Having a well-drafted will that clearly expresses your intentions is essential. If you’ve written instructions someone will find confusing, they can’t ask you for clarification. It’ll be too late. I’ve reviewed far too many wills where not…

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Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
(604) 538-6565
3305 – 155B Street
Surrey, BC
V3Z 0K5

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