If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five   Read More

Will the tranquility of your family cottage dissipate when planning for, and financing, succession of ownership? Trust and estate planner Mark Halpern offers some solutions.
Many Investor’s Digest readers are fortunate   Read More

Will the tranquility of your family cottage dissipate when planning for, and financing, succession of ownership? Trust and estate planner Mark Halpern offers some solutions.
Many Investor’s Digest readers are fortunate   Read More

You already know the importance of defence against too much taxation. But most people are heavily focused on offence while building their business, real estate and investment portfolios. Mark Halpern,   Read More

It’s that time of year when many of us are thinking of both gift giving and tax planning opportunities. Contributing editor to The TaxLetter, Mark Halpern, CFP, TEP, is a   Read More

Benjamin Franklin was one of the wealthiest men of his time. He could have retired in luxury  at a relatively young age but instead pursued a lifetime of philanthropic endeavours.   Read More