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Estate Planning for Retirees and Mature Families

Estate Planning for Retirees and Mature Families

by Bold Barrel Financial | Jul 14, 2024 | Blog, estate planning, Family, retirees

What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony. One of the most difficult conversations is around fair or...

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Insurance Products offered through Kevin Schuster. Other Products and Services are offered through Bold Barrel Financial Inc.

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