Estate Planning Blog Articles

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Retirement Income, Tax, & Estate Planning, Calgary
  • Oct 09, 2024
  • Willis Langford

The New Capital Gains Tax and How It Will Impact More Than Just The Wealthy

Recently the Federal government made changes to the capital gains inclusion rate for Canadians. The inclusion rates were increased from 50% to 66. 67%. For personal capital gains, the first $250,000, the inclusion rates remain at 50%; however, for. . .

Retirement Income Planning, Calgary
  • Sep 01, 2021
  • Willis Langford

5 Simple Estate Planning Ideas For Canadians

We all have heard a story of an estate gone terribly bad. Family members being left out. Wills being contested. Siblings being left out. Relatives coming out of the woodwork looking for a piece of the action. The fact is, no one gets out alive,. . .

  • Aug 12, 2019
  • Willis Langford

Don't Be a Deadbeat Dead Person

Everyone leaves a legacy - some good and some bad. This is what I remember when my Grand Father died - he didn't have enough money in his possession to 'bury his ass' in the ground. My dad was so annoyed that his father didn't. . .

  • Aug 11, 2018
  • Willis Langford

The 10 Mistakes To Avoid With Your Life Insurance

Talking about life insurance is as exciting as a trip to the Dentist. At least at the Dentist, you get to go home with a new toothbrush. Insurance isn't that important until you need it. If you don't have it when you need it, it is too late. . .

Retirement Income Planning, Calgary
  • Jul 08, 2018
  • Willis Langford

Estate Planning Checklist

Estate Planning Checklist Taking Inventory Define your goals and objectives How important is it for you to leave an inheritance To whom will you leave an inheritance How much will you leave each person Evaluate your. . .

Retirement Income, Calgary
  • May 10, 2016
  • Willis Langford

There's Only 4 Things You Can Do With Money

There's a funny story I heard one time. 3 buddies were attending the funeral of their dearly departed friend. As the 3 of them stood around the casket saying their goodbyes the first guy opened his wallet and dropped a hundred-dollar bill in the. . .

calgary Life Insurance Quotes
  • Oct 11, 2015
  • Willis Langford

4 Reasons Why We Should Insure our Children?

This is a difficult conversation, but it is something that should be discussed.   Here are 4 reasons why you should consider insuring your children & grandchildren:   1. Guarantee insurability for the future. Just in case down the. . .

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I really like working with Willis and Nancy. They are very quick to answer any questions I have and can accommodate virtual or in-person meetings based on what is needed. They also produce a regular newsletter that I really enjoy. It has lots of tips in it and some very good in-depth information that helps me make better decisions---or at least ask better questions!

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Full Service Client Since 2020

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