Here are some questions to consider:
Do you understand the concept of ‘compounding’?
Are you educating your children so they can take advantage of gains that can be accomplished by beginning a savings plan at an early age?
Is investing in RRSP’s appropriate or will they cause tax problems later in life?
Should you be saving less and spending a little more to enjoy life today?
What happens if your marriage breaks down?
Should a marriage contract be considered?
If your marriage breaks down do you need Creditor Proof protection?
How will you ensure that family assets are passed to the next generation?
Should a Living Trust be established?
Has an income in the event of your death been planned for?
Is your income protected in the event of disability?
Do you have a will? When was the last time it was reviewed?
Do you need a ‘Living Will’?
When was the last time you reviewed your will?
Do you have an Enduring Power of Attorney?
If you have a business, do you have a business succession plan in place?
Have you considered Creditor Proofing in the event of business failure?
Do you know what the duties of an Executor are?
Is there a Funeral plan?
Do you have a current list of pertinent information to assist your Executor?